Carson Wealth (CWM LLC)’s Centerspace CSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
2,268
+2,200
| +3,235% | +$133K | ﹤0.01% | 2454 |
|
|
2025
Q1 | $4K | Sell |
68
-1
| -1% | -$59 | ﹤0.01% | 4514 |
|
|
2024
Q4 | $5K | Sell |
69
-13
| -16% | -$942 | ﹤0.01% | 4178 |
|
|
2024
Q3 | $6K | Buy |
82
+33
| +67% | +$2.42K | ﹤0.01% | 3993 |
|
|
2024
Q2 | $3K | Buy |
49
+27
| +123% | +$1.65K | ﹤0.01% | 4051 |
|
|
2024
Q1 | $1K | Sell |
22
-25
| -53% | -$1.14K | ﹤0.01% | 4101 |
|
|
2023
Q4 | $3K | Sell |
47
-25
| -35% | -$1.6K | ﹤0.01% | 3674 |
|
|
2023
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 3538 |
|
|
2023
Q2 | $4K | Buy |
72
+46
| +177% | +$2.56K | ﹤0.01% | 3504 |
|
|
2023
Q1 | $1K | Buy |
26
+23
| +767% | +$885 | ﹤0.01% | 3789 |
|
|
2022
Q4 | $0 | Sell |
3
-35
| -92% | – | ﹤0.01% | 3988 |
|
|
2022
Q3 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 3273 |
|