Carson Wealth (CWM LLC)’s Costamare CMRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
17,448
+14,629
| +519% | +$133K | ﹤0.01% | 2365 |
|
|
2025
Q1 | $28K | Buy |
2,819
+305
| +12% | +$3.03K | ﹤0.01% | 3433 |
|
|
2024
Q4 | $32K | Sell |
2,514
-950
| -27% | -$12.1K | ﹤0.01% | 3119 |
|
|
2024
Q3 | $54K | Sell |
3,464
-838
| -19% | -$13.1K | ﹤0.01% | 2626 |
|
|
2024
Q2 | $71K | Buy |
4,302
+1,502
| +54% | +$24.8K | ﹤0.01% | 2216 |
|
|
2024
Q1 | $32K | Buy |
2,800
+1,023
| +58% | +$11.7K | ﹤0.01% | 2594 |
|
|
2023
Q4 | $18K | Buy |
1,777
+32
| +2% | +$324 | ﹤0.01% | 2823 |
|
|
2023
Q3 | $17K | Buy |
1,745
+125
| +8% | +$1.22K | ﹤0.01% | 2778 |
|
|
2023
Q2 | $16K | Buy |
1,620
+759
| +88% | +$7.5K | ﹤0.01% | 2773 |
|
|
2023
Q1 | $8K | Sell |
861
-267
| -24% | -$2.48K | ﹤0.01% | 3060 |
|
|
2022
Q4 | $10K | Hold |
1,128
| – | – | ﹤0.01% | 2785 |
|
|
2022
Q3 | $10K | Buy |
1,128
+267
| +31% | +$2.37K | ﹤0.01% | 2659 |
|
|
2022
Q2 | $10K | Hold |
861
| – | – | ﹤0.01% | 2566 |
|
|
2022
Q1 | $15K | Hold |
861
| – | – | ﹤0.01% | 2242 |
|
|
2021
Q4 | $11K | Buy |
+861
| New | +$11K | ﹤0.01% | 2288 |
|
|
2021
Q2 | $10K | Hold |
861
| – | – | ﹤0.01% | 2086 |
|
|
2021
Q1 | $10K | Hold |
861
| – | – | ﹤0.01% | 2086 |
|
|
2020
Q4 | $10K | Hold |
861
| – | – | ﹤0.01% | 2086 |
|
|
2020
Q3 | $10K | Hold |
861
| – | – | ﹤0.01% | 2086 |
|
|
2020
Q2 | $10K | Hold |
861
| – | – | ﹤0.01% | 2086 |
|
|
2020
Q1 | $10K | Hold |
861
| – | – | ﹤0.01% | 2086 |
|
|
2019
Q4 | $10K | Hold |
861
| – | – | ﹤0.01% | 2086 |
|
|
2019
Q3 | $10K | Hold |
861
| – | – | ﹤0.01% | 2086 |
|
|
2019
Q2 | $10K | Hold |
861
| – | – | ﹤0.01% | 2086 |
|
|
2019
Q1 | $10K | Buy |
+861
| New | +$10K | ﹤0.01% | 2086 |
|
|
2016
Q1 | – | Sell |
-700
| Closed | -$7K | – | 756 |
|
|
2015
Q4 | $7K | Hold |
700
| – | – | ﹤0.01% | 490 |
|
|
2015
Q3 | $9K | Buy |
+700
| New | +$9K | ﹤0.01% | 452 |
|