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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,053
| Closed | -$14K | – | 5699 |
|
|
2025
Q4 | $14K | Buy |
2,053
+110
| +6% | +$761 | ﹤0.01% | 4360 |
|
|
2025
Q3 | $14K | Sell |
1,943
-2,509
| -56% | -$16.6K | ﹤0.01% | 4298 |
|
|
2025
Q2 | $24K | Buy |
4,452
+960
| +27% | +$4.81K | ﹤0.01% | 3790 |
|
|
2025
Q1 | $18K | Buy |
3,492
+130
| +4% | +$667 | ﹤0.01% | 3741 |
|
|
2024
Q4 | $19K | Buy |
3,362
+2,150
| +177% | +$11.8K | ﹤0.01% | 3463 |
|
|
2024
Q3 | $7K | Sell |
1,212
-125
| -9% | -$707 | ﹤0.01% | 3925 |
|
|
2024
Q2 | $7K | Buy |
1,337
+92
| +7% | +$442 | ﹤0.01% | 3704 |
|
|
2024
Q1 | $6K | Hold |
1,245
| – | – | ﹤0.01% | 3561 |
|
|
2023
Q4 | $8K | Sell |
1,245
-9,758
| -89% | -$45.5K | ﹤0.01% | 3274 |
|
|
2023
Q3 | $47K | Sell |
11,003
-1,462
| -12% | -$7.51K | ﹤0.01% | 2099 |
|
|
2023
Q2 | $69K | Buy |
12,465
+12,265
| +6,133% | +$66.9K | ﹤0.01% | 1779 |
|
|
2023
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 3787 |
|
|
2022
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3518 |
|
|
2022
Q3 | $2K | Buy |
+200
| New | +$2.47K | ﹤0.01% | 3428 |
|