Carson Wealth (CWM LLC)’s City Office REIT CIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Buy |
4,452
+960
| +27% | +$5.18K | ﹤0.01% | 3788 |
|
|
2025
Q1 | $18K | Buy |
3,492
+130
| +4% | +$670 | ﹤0.01% | 3737 |
|
|
2024
Q4 | $19K | Buy |
3,362
+2,150
| +177% | +$12.2K | ﹤0.01% | 3461 |
|
|
2024
Q3 | $7K | Sell |
1,212
-125
| -9% | -$722 | ﹤0.01% | 3923 |
|
|
2024
Q2 | $7K | Buy |
1,337
+92
| +7% | +$482 | ﹤0.01% | 3702 |
|
|
2024
Q1 | $6K | Hold |
1,245
| – | – | ﹤0.01% | 3559 |
|
|
2023
Q4 | $8K | Sell |
1,245
-9,758
| -89% | -$62.7K | ﹤0.01% | 3271 |
|
|
2023
Q3 | $47K | Sell |
11,003
-1,462
| -12% | -$6.25K | ﹤0.01% | 2098 |
|
|
2023
Q2 | $69K | Buy |
12,465
+12,265
| +6,133% | +$67.9K | ﹤0.01% | 1777 |
|
|
2023
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 3778 |
|
|
2022
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3514 |
|
|
2022
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3421 |
|