Carson Wealth (CWM LLC)’s Broadstone Net Lease BNL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
7,773
+6,984
| +885% | +$112K | ﹤0.01% | 2530 |
|
|
2025
Q1 | $13K | Buy |
789
+587
| +291% | +$9.67K | ﹤0.01% | 3938 |
|
|
2024
Q4 | $3K | Sell |
202
-138
| -41% | -$2.05K | ﹤0.01% | 4380 |
|
|
2024
Q3 | $6K | Buy |
340
+251
| +282% | +$4.43K | ﹤0.01% | 3982 |
|
|
2024
Q2 | $1K | Sell |
89
-28
| -24% | -$315 | ﹤0.01% | 4320 |
|
|
2024
Q1 | $2K | Buy |
117
+93
| +388% | +$1.59K | ﹤0.01% | 3936 |
|
|
2023
Q4 | $0 | Sell |
24
-2,031
| -99% | – | ﹤0.01% | 4138 |
|
|
2023
Q3 | $29K | Sell |
2,055
-155
| -7% | -$2.19K | ﹤0.01% | 2422 |
|
|
2023
Q2 | $34K | Buy |
2,210
+174
| +9% | +$2.68K | ﹤0.01% | 2262 |
|
|
2023
Q1 | $35K | Buy |
2,036
+12
| +0.6% | +$206 | ﹤0.01% | 2104 |
|
|
2022
Q4 | $33K | Buy |
2,024
+1,275
| +170% | +$20.8K | ﹤0.01% | 2012 |
|
|
2022
Q3 | $12K | Buy |
+749
| New | +$12K | ﹤0.01% | 2550 |
|