Carson Wealth (CWM LLC)’s Franklin Street Properties FSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Sell |
1,424
-5,455
| -79% | -$7.66K | ﹤0.01% | 4873 |
|
|
2025
Q1 | $12K | Buy |
6,879
+160
| +2% | +$279 | ﹤0.01% | 3996 |
|
|
2024
Q4 | $12K | Buy |
6,719
+6,373
| +1,842% | +$11.4K | ﹤0.01% | 3751 |
|
|
2024
Q3 | $1K | Buy |
+346
| New | +$1K | ﹤0.01% | 4581 |
|
|
2023
Q4 | – | Sell |
-186
| Closed | – | – | 4257 |
|
|
2023
Q3 | $0 | Sell |
186
-372
| -67% | – | ﹤0.01% | 4283 |
|
|
2023
Q2 | $1K | Sell |
558
-570
| -51% | -$1.02K | ﹤0.01% | 3948 |
|
|
2023
Q1 | $2K | Buy |
1,128
+173
| +18% | +$307 | ﹤0.01% | 3640 |
|
|
2022
Q4 | $3K | Sell |
955
-1,415
| -60% | -$4.45K | ﹤0.01% | 3406 |
|
|
2022
Q3 | $6K | Buy |
2,370
+914
| +63% | +$2.31K | ﹤0.01% | 2962 |
|
|
2022
Q2 | $6K | Sell |
1,456
-240
| -14% | -$989 | ﹤0.01% | 2875 |
|
|
2022
Q1 | $10K | Hold |
1,696
| – | – | ﹤0.01% | 2466 |
|
|
2021
Q4 | $10K | Buy |
+1,696
| New | +$10K | ﹤0.01% | 2344 |
|