Carson Wealth (CWM LLC)’s Douglas Emmett DEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
6,690
-752
| -10% | -$11.4K | ﹤0.01% | 2709 |
|
|
2025
Q1 | $119K | Sell |
7,442
-89
| -1% | -$1.42K | ﹤0.01% | 2273 |
|
|
2024
Q4 | $140K | Buy |
7,531
+176
| +2% | +$3.27K | ﹤0.01% | 2061 |
|
|
2024
Q3 | $129K | Buy |
7,355
+55
| +0.8% | +$965 | ﹤0.01% | 2022 |
|
|
2024
Q2 | $97K | Buy |
7,300
+711
| +11% | +$9.45K | ﹤0.01% | 1990 |
|
|
2024
Q1 | $91K | Buy |
6,589
+431
| +7% | +$5.95K | ﹤0.01% | 1928 |
|
|
2023
Q4 | $89K | Buy |
6,158
+216
| +4% | +$3.12K | ﹤0.01% | 1827 |
|
|
2023
Q3 | $76K | Sell |
5,942
-424
| -7% | -$5.42K | ﹤0.01% | 1805 |
|
|
2023
Q2 | $80K | Buy |
6,366
+2,691
| +73% | +$33.8K | ﹤0.01% | 1682 |
|
|
2023
Q1 | $45K | Buy |
3,675
+1,169
| +47% | +$14.3K | ﹤0.01% | 1931 |
|
|
2022
Q4 | $39K | Buy |
2,506
+2,302
| +1,128% | +$35.8K | ﹤0.01% | 1889 |
|
|
2022
Q3 | $4K | Sell |
204
-1,560
| -88% | -$30.6K | ﹤0.01% | 3151 |
|
|
2022
Q2 | $39K | Buy |
1,764
+1,440
| +444% | +$31.8K | ﹤0.01% | 1738 |
|
|
2022
Q1 | $11K | Buy |
324
+173
| +115% | +$5.87K | ﹤0.01% | 2405 |
|
|
2021
Q4 | $5K | Buy |
+151
| New | +$5K | ﹤0.01% | 2696 |
|
|
2021
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 2608 |
|
|
2021
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 2608 |
|
|
2020
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 2608 |
|
|
2020
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 2608 |
|
|
2020
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 2608 |
|
|
2020
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 2608 |
|
|
2019
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 2608 |
|
|
2019
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 2608 |
|
|
2019
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 2608 |
|
|
2019
Q1 | $2K | Sell |
63
-258
| -80% | -$8.19K | ﹤0.01% | 2608 |
|
|
2018
Q4 | $11K | Sell |
321
-21
| -6% | -$720 | ﹤0.01% | 1291 |
|
|
2018
Q3 | $13K | Buy |
342
+21
| +7% | +$798 | ﹤0.01% | 1073 |
|
|
2018
Q2 | $13K | Hold |
321
| – | – | ﹤0.01% | 922 |
|
|
2018
Q1 | $12K | Sell |
321
-137
| -30% | -$5.12K | ﹤0.01% | 808 |
|
|
2017
Q4 | $19K | Buy |
458
+51
| +13% | +$2.12K | ﹤0.01% | 707 |
|
|
2017
Q3 | $16K | Buy |
+407
| New | +$16K | ﹤0.01% | 763 |
|