Carson Wealth (CWM LLC)’s Braemar Hotels & Resorts BHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
1,362
+9
| +0.7% | +$20 | ﹤0.01% | 4737 |
|
|
2025
Q1 | $3K | Sell |
1,353
-346
| -20% | -$767 | ﹤0.01% | 4592 |
|
|
2024
Q4 | $5K | Buy |
1,699
+166
| +11% | +$489 | ﹤0.01% | 4173 |
|
|
2024
Q3 | $5K | Buy |
1,533
+77
| +5% | +$251 | ﹤0.01% | 4063 |
|
|
2024
Q2 | $4K | Buy |
1,456
+284
| +24% | +$780 | ﹤0.01% | 3930 |
|
|
2024
Q1 | $2K | Sell |
1,172
-290
| -20% | -$495 | ﹤0.01% | 3930 |
|
|
2023
Q4 | $4K | Sell |
1,462
-845
| -37% | -$2.31K | ﹤0.01% | 3568 |
|
|
2023
Q3 | $6K | Buy |
2,307
+2,095
| +988% | +$5.45K | ﹤0.01% | 3343 |
|
|
2023
Q2 | $1K | Hold |
212
| – | – | ﹤0.01% | 3901 |
|
|
2023
Q1 | $1K | Hold |
212
| – | – | ﹤0.01% | 3765 |
|
|
2022
Q4 | $1K | Buy |
212
+185
| +685% | +$873 | ﹤0.01% | 3689 |
|
|
2022
Q3 | $0 | Buy |
+27
| New | – | ﹤0.01% | 3888 |
|
|
2018
Q4 | – | Sell |
-17
| Closed | – | – | 2095 |
|
|
2018
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 1838 |
|
|
2018
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 1685 |
|
|
2018
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 1410 |
|
|
2017
Q4 | $0 | Hold |
17
| – | – | ﹤0.01% | 1456 |
|
|
2017
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 1469 |
|
|
2017
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1174 |
|