Carson Wealth (CWM LLC)’s CTO Realty Growth CTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98K | Sell |
5,693
-1,725
| -23% | -$29.7K | ﹤0.01% | 2742 |
|
|
2025
Q1 | $143K | Sell |
7,418
-691
| -9% | -$13.3K | ﹤0.01% | 2133 |
|
|
2024
Q4 | $160K | Buy |
8,109
+612
| +8% | +$12.1K | ﹤0.01% | 1972 |
|
|
2024
Q3 | $143K | Buy |
7,497
+2,970
| +66% | +$56.7K | ﹤0.01% | 1953 |
|
|
2024
Q2 | $79K | Buy |
4,527
+673
| +17% | +$11.7K | ﹤0.01% | 2138 |
|
|
2024
Q1 | $65K | Buy |
3,854
+388
| +11% | +$6.54K | ﹤0.01% | 2129 |
|
|
2023
Q4 | $60K | Sell |
3,466
-154
| -4% | -$2.67K | ﹤0.01% | 2057 |
|
|
2023
Q3 | $59K | Buy |
3,620
+3,165
| +696% | +$51.6K | ﹤0.01% | 1961 |
|
|
2023
Q2 | $8K | Buy |
455
+29
| +7% | +$510 | ﹤0.01% | 3185 |
|
|
2023
Q1 | $7K | Hold |
426
| – | – | ﹤0.01% | 3126 |
|
|
2022
Q4 | $8K | Sell |
426
-11
| -3% | -$207 | ﹤0.01% | 2911 |
|
|
2022
Q3 | $8K | Buy |
437
+11
| +3% | +$201 | ﹤0.01% | 2801 |
|
|
2022
Q2 | $9K | Hold |
426
| – | – | ﹤0.01% | 2621 |
|
|
2022
Q1 | $9K | Hold |
426
| – | – | ﹤0.01% | 2522 |
|
|
2021
Q4 | $9K | Buy |
+426
| New | +$9K | ﹤0.01% | 2390 |
|