Carson Wealth (CWM LLC)’s Clipper Realty CLPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6K | Buy |
1,639
+25
| +2% | +$92 | ﹤0.01% | 4520 |
|
2025
Q1 | $6K | Buy |
1,614
+96
| +6% | +$357 | ﹤0.01% | 4337 |
|
2024
Q4 | $7K | Buy |
1,518
+375
| +33% | +$1.73K | ﹤0.01% | 4031 |
|
2024
Q3 | $7K | Buy |
1,143
+879
| +333% | +$5.38K | ﹤0.01% | 3924 |
|
2024
Q2 | $1K | Buy |
264
+220
| +500% | +$833 | ﹤0.01% | 4338 |
|
2024
Q1 | $0 | Hold |
44
| – | – | ﹤0.01% | 4354 |
|
2023
Q4 | $0 | Sell |
44
-574
| -93% | – | ﹤0.01% | 4167 |
|
2023
Q3 | $3K | Buy |
618
+177
| +40% | +$859 | ﹤0.01% | 3638 |
|
2023
Q2 | $3K | Buy |
441
+116
| +36% | +$789 | ﹤0.01% | 3605 |
|
2023
Q1 | $2K | Buy |
+325
| New | +$2K | ﹤0.01% | 3621 |
|