Carson Wealth (CWM LLC)’s Acadia Realty Trust AKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56K | Buy |
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|
2025
Q2 | $47K | Sell |
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|
2025
Q1 | $54K | Sell |
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|
2024
Q4 | $67K | Buy |
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|
2024
Q3 | $61K | Buy |
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|
2024
Q2 | $44K | Sell |
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|
2024
Q1 | $43K | Sell |
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|
2023
Q4 | $50K | Buy |
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|
2023
Q3 | $35K | Buy |
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|
2023
Q2 | $31K | Buy |
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|
2023
Q1 | $21K | Buy |
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|
2022
Q4 | $17K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $7K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3K | Buy |
|