Carson Wealth (CWM LLC)’s Cadre Holdings CDRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7K Buy
211
+77
+57% +$2.56K ﹤0.01% 4429
2025
Q1
$4K Sell
134
-540
-80% -$16.1K ﹤0.01% 4510
2024
Q4
$22K Sell
674
-146
-18% -$4.77K ﹤0.01% 3366
2024
Q3
$31K Buy
820
+706
+619% +$26.7K ﹤0.01% 3065
2024
Q2
$4K Buy
114
+112
+5,600% +$3.93K ﹤0.01% 3933
2024
Q1
$0 Buy
+2
New ﹤0.01% 4340