Carson Wealth (CWM LLC)’s Saul Centers BFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Buy |
848
+435
| +105% | +$14.9K | ﹤0.01% | 3660 |
|
|
2025
Q1 | $15K | Sell |
413
-260
| -39% | -$9.44K | ﹤0.01% | 3855 |
|
|
2024
Q4 | $26K | Sell |
673
-34
| -5% | -$1.31K | ﹤0.01% | 3252 |
|
|
2024
Q3 | $30K | Buy |
707
+278
| +65% | +$11.8K | ﹤0.01% | 3084 |
|
|
2024
Q2 | $16K | Buy |
429
+402
| +1,489% | +$15K | ﹤0.01% | 3248 |
|
|
2024
Q1 | $1K | Sell |
27
-205
| -88% | -$7.59K | ﹤0.01% | 4077 |
|
|
2023
Q4 | $9K | Buy |
232
+155
| +201% | +$6.01K | ﹤0.01% | 3223 |
|
|
2023
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 3630 |
|
|
2023
Q2 | $3K | Buy |
77
+27
| +54% | +$1.05K | ﹤0.01% | 3597 |
|
|
2023
Q1 | $2K | Sell |
50
-52
| -51% | -$2.08K | ﹤0.01% | 3611 |
|
|
2022
Q4 | $4K | Buy |
102
+34
| +50% | +$1.33K | ﹤0.01% | 3261 |
|
|
2022
Q3 | $3K | Buy |
68
+18
| +36% | +$794 | ﹤0.01% | 3262 |
|
|
2022
Q2 | $2K | Sell |
50
-251
| -83% | -$10K | ﹤0.01% | 3294 |
|
|
2022
Q1 | $16K | Buy |
301
+251
| +502% | +$13.3K | ﹤0.01% | 2209 |
|
|
2021
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 2929 |
|
|
2021
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2594 |
|
|
2021
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 2594 |
|
|
2020
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2594 |
|
|
2020
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2594 |
|
|
2020
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2594 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 2594 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2594 |
|
|
2019
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2594 |
|
|
2019
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2594 |
|
|
2019
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2594 |
|