Carson Wealth (CWM LLC)’s Franklin BSP Realty Trust FBRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Buy |
2,428
+1,357
| +127% | +$14.5K | ﹤0.01% | 3733 |
|
|
2025
Q1 | $14K | Sell |
1,071
-147
| -12% | -$1.92K | ﹤0.01% | 3907 |
|
|
2024
Q4 | $15K | Sell |
1,218
-1,281
| -51% | -$15.8K | ﹤0.01% | 3622 |
|
|
2024
Q3 | $33K | Buy |
2,499
+31
| +1% | +$409 | ﹤0.01% | 3019 |
|
|
2024
Q2 | $31K | Buy |
2,468
+112
| +5% | +$1.41K | ﹤0.01% | 2807 |
|
|
2024
Q1 | $31K | Buy |
2,356
+1,600
| +212% | +$21.1K | ﹤0.01% | 2619 |
|
|
2023
Q4 | $10K | Sell |
756
-1,074
| -59% | -$14.2K | ﹤0.01% | 3168 |
|
|
2023
Q3 | $24K | Sell |
1,830
-9
| -0.5% | -$118 | ﹤0.01% | 2558 |
|
|
2023
Q2 | $26K | Buy |
1,839
+909
| +98% | +$12.9K | ﹤0.01% | 2446 |
|
|
2023
Q1 | $11K | Sell |
930
-39
| -4% | -$461 | ﹤0.01% | 2885 |
|
|
2022
Q4 | $12K | Sell |
969
-80
| -8% | -$991 | ﹤0.01% | 2688 |
|
|
2022
Q3 | $11K | Sell |
1,049
-598
| -36% | -$6.27K | ﹤0.01% | 2618 |
|
|
2022
Q2 | $22K | Buy |
+1,647
| New | +$22K | ﹤0.01% | 2046 |
|
|
2022
Q1 | – | Sell |
-1,566
| Closed | -$23K | – | 3606 |
|
|
2021
Q4 | $23K | Buy |
+1,566
| New | +$23K | ﹤0.01% | 1911 |
|