Carson Wealth (CWM LLC)’s CBL Properties CBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Buy |
1,869
+1,424
| +320% | +$35.8K | ﹤0.01% | 3323 |
|
|
2025
Q1 | $12K | Sell |
445
-1,104
| -71% | -$29.8K | ﹤0.01% | 3985 |
|
|
2024
Q4 | $46K | Buy |
1,549
+1,373
| +780% | +$40.8K | ﹤0.01% | 2857 |
|
|
2024
Q3 | $4K | Buy |
176
+38
| +28% | +$864 | ﹤0.01% | 4161 |
|
|
2024
Q2 | $3K | Sell |
138
-135
| -49% | -$2.94K | ﹤0.01% | 4046 |
|
|
2024
Q1 | $6K | Buy |
273
+70
| +34% | +$1.54K | ﹤0.01% | 3558 |
|
|
2023
Q4 | $5K | Sell |
203
-213
| -51% | -$5.25K | ﹤0.01% | 3482 |
|
|
2023
Q3 | $9K | Buy |
416
+213
| +105% | +$4.61K | ﹤0.01% | 3175 |
|
|
2023
Q2 | $4K | Buy |
203
+195
| +2,438% | +$3.84K | ﹤0.01% | 3497 |
|
|
2023
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 4058 |
|
|
2022
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 3969 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 3908 |
|
|
2022
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3779 |
|