Carson Wealth (CWM LLC)’s Apartment Income REIT Corp. AIRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIRC Stock Details AIRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,626	Closed	-$63K	–	5294
2024 Q2	$63K	Buy	1,626 +147	+10%	+$5.6K	﹤0.01%	2308
2024 Q1	$48K	Buy	1,479 +198	+15%	+$6.43K	﹤0.01%	2323
2023 Q4	$44K	Buy	1,281 +501	+64%	+$15.7K	﹤0.01%	2264
2023 Q3	$24K	Buy	780 +144	+23%	+$4.89K	﹤0.01%	2584
2023 Q2	$23K	Buy	636 +400	+169%	+$14.3K	﹤0.01%	2559
2023 Q1	$8K	Buy	236 +199	+538%	+$7.31K	﹤0.01%	3113
2022 Q4	$1K	Sell	37 -302	-89%	-$11.1K	﹤0.01%	3906
2022 Q3	$13K	Buy	339 +286	+540%	+$12.1K	﹤0.01%	2540
2022 Q2	$2K	Sell	53 -287	-84%	-$13.3K	﹤0.01%	3449
2022 Q1	$18K	Buy	340 +336	+8,400%	+$17.7K	﹤0.01%	2155
2021 Q4	$0	Buy	+4	New	+$209	﹤0.01%	3684

Carson Wealth (CWM LLC)'s AIRC Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Apartment Income REIT Corp. (AIRC) in Q3 2024, closing a stake of 1,626 shares — an estimated $63K sold.

Carson Wealth (CWM LLC) first reported a position in AIRC in Q4 2021 and held it in 11 quarters. The position peaked at $63K in Q2 2024. 0 funds tracked by Wall St. Rank hold AIRC as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Apartment Income REIT Corp. position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,626 Apartment Income REIT Corp. shares in Q3 2024, an estimated $63K.
Carson Wealth (CWM LLC) first reported a position in Apartment Income REIT Corp. in Q4 2021 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s Apartment Income REIT Corp. position peaked at $63K in Q2 2024.
0 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.