Carson Wealth (CWM LLC)’s City Office REIT CIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14K | Sell |
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|
2025
Q2 | $24K | Buy |
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|
2025
Q1 | $18K | Buy |
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|
2024
Q4 | $19K | Buy |
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|
2024
Q3 | $7K | Sell |
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|
2024
Q2 | $7K | Buy |
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|
2024
Q1 | $6K | Hold |
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|
2023
Q4 | $8K | Sell |
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|
2023
Q3 | $47K | Sell |
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|
2023
Q2 | $69K | Buy |
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|
2023
Q1 | $1K | Hold |
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|
2022
Q4 | $2K | Hold |
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|
2022
Q3 | $2K | Buy |
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