Carson Wealth (CWM LLC)’s Community Healthcare Trust CHCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
11,857
+9,873
| +498% | +$164K | ﹤0.01% | 2179 |
|
|
2025
Q1 | $36K | Buy |
1,984
+530
| +36% | +$9.62K | ﹤0.01% | 3235 |
|
|
2024
Q4 | $28K | Buy |
1,454
+1,196
| +464% | +$23K | ﹤0.01% | 3212 |
|
|
2024
Q3 | $5K | Buy |
258
+217
| +529% | +$4.21K | ﹤0.01% | 4071 |
|
|
2024
Q2 | $1K | Buy |
41
+29
| +242% | +$707 | ﹤0.01% | 4332 |
|
|
2024
Q1 | $0 | Sell |
12
-22
| -65% | – | ﹤0.01% | 4345 |
|
|
2023
Q4 | $1K | Sell |
34
-33
| -49% | -$971 | ﹤0.01% | 3911 |
|
|
2023
Q3 | $2K | Buy |
67
+25
| +60% | +$746 | ﹤0.01% | 3763 |
|
|
2023
Q2 | $1K | Sell |
42
-1
| -2% | -$24 | ﹤0.01% | 3916 |
|
|
2023
Q1 | $2K | Sell |
43
-26
| -38% | -$1.21K | ﹤0.01% | 3620 |
|
|
2022
Q4 | $2K | Sell |
69
-29
| -30% | -$841 | ﹤0.01% | 3513 |
|
|
2022
Q3 | $3K | Buy |
98
+72
| +277% | +$2.2K | ﹤0.01% | 3269 |
|
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3492 |
|