Carson Wealth (CWM LLC)’s First Industrial Realty Trust FR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
53,670
+48,370
| +913% | +$2.33M | 0.01% | 856 |
|
|
2025
Q1 | $286K | Buy |
5,300
+2,669
| +101% | +$144K | ﹤0.01% | 1696 |
|
|
2024
Q4 | $132K | Buy |
2,631
+839
| +47% | +$42.1K | ﹤0.01% | 2096 |
|
|
2024
Q3 | $100K | Buy |
1,792
+45
| +3% | +$2.51K | ﹤0.01% | 2191 |
|
|
2024
Q2 | $83K | Buy |
1,747
+8
| +0.5% | +$380 | ﹤0.01% | 2101 |
|
|
2024
Q1 | $91K | Buy |
1,739
+126
| +8% | +$6.59K | ﹤0.01% | 1929 |
|
|
2023
Q4 | $85K | Buy |
1,613
+390
| +32% | +$20.6K | ﹤0.01% | 1852 |
|
|
2023
Q3 | $58K | Buy |
1,223
+90
| +8% | +$4.27K | ﹤0.01% | 1970 |
|
|
2023
Q2 | $60K | Buy |
1,133
+77
| +7% | +$4.08K | ﹤0.01% | 1854 |
|
|
2023
Q1 | $56K | Buy |
1,056
+53
| +5% | +$2.81K | ﹤0.01% | 1794 |
|
|
2022
Q4 | $48K | Buy |
1,003
+598
| +148% | +$28.6K | ﹤0.01% | 1759 |
|
|
2022
Q3 | $18K | Buy |
405
+153
| +61% | +$6.8K | ﹤0.01% | 2283 |
|
|
2022
Q2 | $12K | Buy |
252
+73
| +41% | +$3.48K | ﹤0.01% | 2458 |
|
|
2022
Q1 | $11K | Buy |
179
+25
| +16% | +$1.54K | ﹤0.01% | 2408 |
|
|
2021
Q4 | $10K | Buy |
+154
| New | +$10K | ﹤0.01% | 2343 |
|
|
2021
Q2 | $7K | Hold |
143
| – | – | ﹤0.01% | 2234 |
|
|
2021
Q1 | $7K | Hold |
143
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q4 | $7K | Hold |
143
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q3 | $7K | Hold |
143
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q2 | $7K | Hold |
143
| – | – | ﹤0.01% | 2234 |
|
|
2020
Q1 | $7K | Hold |
143
| – | – | ﹤0.01% | 2234 |
|
|
2019
Q4 | $7K | Hold |
143
| – | – | ﹤0.01% | 2234 |
|
|
2019
Q3 | $7K | Hold |
143
| – | – | ﹤0.01% | 2234 |
|
|
2019
Q2 | $7K | Hold |
143
| – | – | ﹤0.01% | 2234 |
|
|
2019
Q1 | $7K | Buy |
+143
| New | +$7K | ﹤0.01% | 2234 |
|