Carson Wealth (CWM LLC)’s Broadmark Realty Capital Inc. Common Stock BRMK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRMK Stock Details BRMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,303	Closed	-$11K	–	4586
2023 Q1	$11K	Sell	2,303 -79	-3%	-$349	﹤0.01%	2920
2022 Q4	$8K	Buy	2,382 +101	+4%	+$470	﹤0.01%	2975
2022 Q3	$12K	Buy	2,281 +1,382	+154%	+$9.25K	﹤0.01%	2600
2022 Q2	$6K	Sell	899 -3,017	-77%	-$22.8K	﹤0.01%	2937
2022 Q1	$34K	Buy	3,916 +3,129	+398%	+$27.9K	﹤0.01%	1797
2021 Q4	$7K	Buy	+787	New	+$7.75K	﹤0.01%	2592

Other funds holding BRMK

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BRMK Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Broadmark Realty Capital Inc. Common Stock (BRMK) in Q2 2023, closing a stake of 2,303 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in BRMK in Q4 2021 and held it in 6 quarters. The position peaked at $34K in Q1 2022. 1 fund tracked by Wall St. Rank holds BRMK as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Broadmark Realty Capital Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 2,303 Broadmark Realty Capital Inc. Common Stock shares in Q2 2023, an estimated $11K.
Carson Wealth (CWM LLC) first reported a position in Broadmark Realty Capital Inc. Common Stock in Q4 2021 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s Broadmark Realty Capital Inc. Common Stock position peaked at $34K in Q1 2022.
1 fund tracked by Wall St. Rank held Broadmark Realty Capital Inc. Common Stock as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.