Carson Wealth (CWM LLC)’s Acadia Realty Trust AKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Sell |
2,548
-45
| -2% | -$830 | ﹤0.01% | 3321 |
|
|
2025
Q1 | $54K | Sell |
2,593
-176
| -6% | -$3.67K | ﹤0.01% | 2906 |
|
|
2024
Q4 | $67K | Buy |
2,769
+182
| +7% | +$4.4K | ﹤0.01% | 2574 |
|
|
2024
Q3 | $61K | Buy |
2,587
+149
| +6% | +$3.51K | ﹤0.01% | 2541 |
|
|
2024
Q2 | $44K | Sell |
2,438
-106
| -4% | -$1.91K | ﹤0.01% | 2552 |
|
|
2024
Q1 | $43K | Sell |
2,544
-390
| -13% | -$6.59K | ﹤0.01% | 2383 |
|
|
2023
Q4 | $50K | Buy |
2,934
+493
| +20% | +$8.4K | ﹤0.01% | 2176 |
|
|
2023
Q3 | $35K | Buy |
2,441
+267
| +12% | +$3.83K | ﹤0.01% | 2300 |
|
|
2023
Q2 | $31K | Buy |
2,174
+688
| +46% | +$9.81K | ﹤0.01% | 2329 |
|
|
2023
Q1 | $21K | Buy |
1,486
+324
| +28% | +$4.58K | ﹤0.01% | 2456 |
|
|
2022
Q4 | $17K | Buy |
1,162
+870
| +298% | +$12.7K | ﹤0.01% | 2461 |
|
|
2022
Q3 | $4K | Sell |
292
-471
| -62% | -$6.45K | ﹤0.01% | 3123 |
|
|
2022
Q2 | $12K | Buy |
763
+444
| +139% | +$6.98K | ﹤0.01% | 2445 |
|
|
2022
Q1 | $7K | Hold |
319
| – | – | ﹤0.01% | 2658 |
|
|
2021
Q4 | $7K | Buy |
+319
| New | +$7K | ﹤0.01% | 2513 |
|
|
2018
Q3 | – | Sell |
-39
| Closed | -$1K | – | 1823 |
|
|
2018
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1462 |
|
|
2017
Q4 | – | Sell |
-102
| Closed | -$3K | – | 1444 |
|
|
2017
Q3 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 1181 |
|