Carson Wealth (CWM LLC)’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
4,552
+501
| +12% | +$13.4K | ﹤0.01% | 2553 |
|
|
2025
Q1 | $118K | Buy |
4,051
+383
| +10% | +$11.2K | ﹤0.01% | 2280 |
|
|
2024
Q4 | $98K | Sell |
3,668
-649
| -15% | -$17.3K | ﹤0.01% | 2292 |
|
|
2024
Q3 | $149K | Sell |
4,317
-216
| -5% | -$7.46K | ﹤0.01% | 1934 |
|
|
2024
Q2 | $134K | Buy |
4,533
+750
| +20% | +$22.2K | ﹤0.01% | 1798 |
|
|
2024
Q1 | $107K | Buy |
3,783
+114
| +3% | +$3.22K | ﹤0.01% | 1837 |
|
|
2023
Q4 | $101K | Buy |
3,669
+58
| +2% | +$1.6K | ﹤0.01% | 1763 |
|
|
2023
Q3 | $77K | Buy |
3,611
+1,642
| +83% | +$35K | ﹤0.01% | 1795 |
|
|
2023
Q2 | $49K | Buy |
1,969
+490
| +33% | +$12.2K | ﹤0.01% | 2000 |
|
|
2023
Q1 | $42K | Sell |
1,479
-18
| -1% | -$511 | ﹤0.01% | 1985 |
|
|
2022
Q4 | $43K | Buy |
1,497
+183
| +14% | +$5.26K | ﹤0.01% | 1816 |
|
|
2022
Q3 | $39K | Buy |
1,314
+110
| +9% | +$3.27K | ﹤0.01% | 1785 |
|
|
2022
Q2 | $46K | Buy |
1,204
+423
| +54% | +$16.2K | ﹤0.01% | 1661 |
|
|
2022
Q1 | $37K | Buy |
781
+249
| +47% | +$11.8K | ﹤0.01% | 1747 |
|
|
2021
Q4 | $28K | Buy |
+532
| New | +$28K | ﹤0.01% | 1805 |
|
|
2021
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 2632 |
|
|
2021
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 2632 |
|
|
2020
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 2632 |
|
|
2020
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 2632 |
|
|
2020
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 2632 |
|
|
2020
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 2632 |
|
|
2019
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 2632 |
|
|
2019
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 2632 |
|
|
2019
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 2632 |
|
|
2019
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 2632 |
|