Carson Wealth (CWM LLC)’s Greystone Housing Impact Investors LP GHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-18,952
Closed -$322K 4269
2023
Q1
$322K Buy
18,952
+195
+1% +$3.31K ﹤0.01% 1029
2022
Q4
$321K Sell
18,757
-93
-0.5% -$1.59K ﹤0.01% 929
2022
Q3
$317K Buy
18,850
+14,203
+306% +$239K ﹤0.01% 893
2022
Q2
$82K Buy
+4,647
New +$82K ﹤0.01% 1391