Carson Wealth (CWM LLC)’s Alexander's ALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
450
+330
| +275% | +$74.1K | ﹤0.01% | 2706 |
|
|
2025
Q1 | $25K | Buy |
120
+17
| +17% | +$3.54K | ﹤0.01% | 3499 |
|
|
2024
Q4 | $21K | Sell |
103
-36
| -26% | -$7.34K | ﹤0.01% | 3389 |
|
|
2024
Q3 | $34K | Buy |
139
+2
| +1% | +$489 | ﹤0.01% | 2978 |
|
|
2024
Q2 | $31K | Buy |
137
+11
| +9% | +$2.49K | ﹤0.01% | 2797 |
|
|
2024
Q1 | $27K | Hold |
126
| – | – | ﹤0.01% | 2692 |
|
|
2023
Q4 | $27K | Sell |
126
-5
| -4% | -$1.07K | ﹤0.01% | 2568 |
|
|
2023
Q3 | $24K | Hold |
131
| – | – | ﹤0.01% | 2548 |
|
|
2023
Q2 | $24K | Buy |
131
+94
| +254% | +$17.2K | ﹤0.01% | 2500 |
|
|
2023
Q1 | $7K | Buy |
+37
| New | +$7K | ﹤0.01% | 3116 |
|