Carson Wealth (CWM LLC)’s Brookdale Senior Living BKD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
1,075
+435
| +68% | +$2.83K | ﹤0.01% | 4426 |
|
|
2025
Q1 | $4K | Buy |
640
+231
| +56% | +$1.44K | ﹤0.01% | 4504 |
|
|
2024
Q4 | $2K | Sell |
409
-285
| -41% | -$1.39K | ﹤0.01% | 4500 |
|
|
2024
Q3 | $5K | Buy |
694
+316
| +84% | +$2.28K | ﹤0.01% | 4065 |
|
|
2024
Q2 | $3K | Buy |
378
+367
| +3,336% | +$2.91K | ﹤0.01% | 4040 |
|
|
2024
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 4319 |
|
|
2018
Q2 | – | Sell |
-300
| Closed | -$2K | – | 1686 |
|
|
2018
Q1 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 1151 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$3K | – | 1458 |
|
|
2017
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 1185 |
|
|
2017
Q2 | $4K | Sell |
300
-150
| -33% | -$2K | ﹤0.01% | 904 |
|
|
2017
Q1 | $6K | Buy |
450
+150
| +50% | +$2K | ﹤0.01% | 840 |
|
|
2016
Q4 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 872 |
|