Carson Wealth (CWM LLC)’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $196K | Buy |
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|
2025
Q3 | $99K | Buy |
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|
2025
Q2 | $98K | Sell |
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|
2025
Q1 | $143K | Sell |
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|
2024
Q4 | $160K | Buy |
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|
2024
Q3 | $143K | Buy |
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|
2024
Q2 | $79K | Buy |
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|
2024
Q1 | $65K | Buy |
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|
2023
Q4 | $60K | Sell |
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|
2023
Q3 | $59K | Buy |
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|
2023
Q2 | $8K | Buy |
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|
2023
Q1 | $7K | Hold |
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|
2022
Q4 | $8K | Sell |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $9K | Buy |
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