Carson Wealth (CWM LLC)’s COLUMBIA PROPERTY TRUST, INC. CXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $119K | Hold |
6,822
| – | – | ﹤0.01% | 1074 |
|
|
2021
Q1 | $119K | Hold |
6,822
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q4 | $119K | Hold |
6,822
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q3 | $119K | Hold |
6,822
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q2 | $119K | Hold |
6,822
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q1 | $119K | Hold |
6,822
| – | – | ﹤0.01% | 1074 |
|
|
2019
Q4 | $119K | Hold |
6,822
| – | – | ﹤0.01% | 1074 |
|
|
2019
Q3 | $119K | Hold |
6,822
| – | – | ﹤0.01% | 1074 |
|
|
2019
Q2 | $119K | Hold |
6,822
| – | – | ﹤0.01% | 1074 |
|
|
2019
Q1 | $119K | Buy |
6,822
+2,252
| +49% | +$39.3K | ﹤0.01% | 1074 |
|
|
2018
Q4 | $88K | Hold |
4,570
| – | – | ﹤0.01% | 756 |
|
|
2018
Q3 | $108K | Buy |
4,570
+2,375
| +108% | +$56.1K | ﹤0.01% | 608 |
|
|
2018
Q2 | $50K | Hold |
2,195
| – | – | ﹤0.01% | 630 |
|
|
2018
Q1 | $45K | Hold |
2,195
| – | – | ﹤0.01% | 573 |
|
|
2017
Q4 | $50K | Hold |
2,195
| – | – | ﹤0.01% | 536 |
|
|
2017
Q3 | $48K | Buy |
2,195
+41
| +2% | +$897 | ﹤0.01% | 537 |
|
|
2017
Q2 | $48K | Hold |
2,154
| – | – | ﹤0.01% | 486 |
|
|
2017
Q1 | $48K | Sell |
2,154
-3,031
| -58% | -$67.5K | ﹤0.01% | 467 |
|
|
2016
Q4 | $112K | Hold |
5,185
| – | – | 0.01% | 333 |
|
|
2016
Q3 | $116K | Hold |
5,185
| – | – | 0.01% | 318 |
|
|
2016
Q2 | $111K | Hold |
5,185
| – | – | 0.01% | 297 |
|
|
2016
Q1 | $114K | Sell |
5,185
-3,679
| -42% | -$80.9K | 0.01% | 268 |
|
|
2015
Q4 | $208K | Sell |
8,864
-980
| -10% | -$23K | 0.02% | 222 |
|
|
2015
Q3 | $228K | Sell |
9,844
-2,451
| -20% | -$56.8K | 0.02% | 196 |
|
|
2015
Q2 | $302K | Buy |
12,295
+43
| +0.4% | +$1.06K | 0.03% | 160 |
|
|
2015
Q1 | $331K | Sell |
12,252
-26
| -0.2% | -$702 | 0.03% | 153 |
|
|
2014
Q4 | $311K | Sell |
12,278
-8,172
| -40% | -$207K | 0.04% | 153 |
|
|
2014
Q3 | $488K | Sell |
20,450
-484
| -2% | -$11.6K | 0.07% | 155 |
|
|
2014
Q2 | $544K | Sell |
20,934
-6,951
| -25% | -$181K | 0.1% | 107 |
|
|
2014
Q1 | $760K | Sell |
27,885
-11,204
| -29% | -$305K | 0.1% | 98 |
|
|
2013
Q4 | $977K | Buy |
+39,089
| New | +$977K | 0.15% | 95 |
|