Carson Wealth (CWM LLC)’s BRT Apartments BRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
643
+40
| +7% | +$622 | ﹤0.01% | 4268 |
|
|
2025
Q1 | $10K | Buy |
603
+165
| +38% | +$2.74K | ﹤0.01% | 4086 |
|
|
2024
Q4 | $8K | Sell |
438
-38
| -8% | -$694 | ﹤0.01% | 3971 |
|
|
2024
Q3 | $8K | Buy |
476
+99
| +26% | +$1.66K | ﹤0.01% | 3874 |
|
|
2024
Q2 | $7K | Buy |
377
+74
| +24% | +$1.37K | ﹤0.01% | 3697 |
|
|
2024
Q1 | $5K | Sell |
303
-20
| -6% | -$330 | ﹤0.01% | 3632 |
|
|
2023
Q4 | $6K | Buy |
323
+48
| +17% | +$892 | ﹤0.01% | 3399 |
|
|
2023
Q3 | $5K | Buy |
275
+26
| +10% | +$473 | ﹤0.01% | 3424 |
|
|
2023
Q2 | $5K | Buy |
+249
| New | +$5K | ﹤0.01% | 3413 |
|
|
2022
Q3 | – | Sell |
-13
| Closed | – | – | 3899 |
|
|
2022
Q2 | $0 | Sell |
13
-23
| -64% | – | ﹤0.01% | 3772 |
|
|
2022
Q1 | $1K | Sell |
36
-61
| -63% | -$1.69K | ﹤0.01% | 3285 |
|
|
2021
Q4 | $2K | Buy |
+97
| New | +$2K | ﹤0.01% | 3082 |
|