Carson Wealth (CWM LLC)’s Industrial Logistics Properties Trust ILPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.3K	Buy	3,050 +656	+27%	+$3.82K	﹤0.01%	4503
2025 Q4	$13K	Sell	2,394 -183	-7%	-$1.01K	﹤0.01%	4415
2025 Q3	$15K	Buy	2,577 +567	+28%	+$3.26K	﹤0.01%	4270
2025 Q2	$9K	Buy	2,010 +171	+9%	+$566	﹤0.01%	4357
2025 Q1	$6K	Sell	1,839 -7	-0.4%	-$26	﹤0.01%	4369
2024 Q4	$7K	Sell	1,846 -2,255	-55%	-$8.7K	﹤0.01%	4051
2024 Q3	$20K	Buy	4,101 +3,744	+1,049%	+$17.6K	﹤0.01%	3353
2024 Q2	$1K	Sell	357 -3,602	-91%	-$13.9K	﹤0.01%	4398
2024 Q1	$17K	Buy	3,959 +3,602	+1,009%	+$14.6K	﹤0.01%	3012
2023 Q4	$2K	Sell	357 -1,417	-80%	-$4.6K	﹤0.01%	3811
2023 Q3	$5K	Sell	1,774 -82	-4%	-$310	﹤0.01%	3464
2023 Q2	$6K	Sell	1,856 -2,547	-58%	-$5.68K	﹤0.01%	3354
2023 Q1	$14K	Sell	4,403 -2,285	-34%	-$8.93K	﹤0.01%	2741
2022 Q4	$22K	Buy	6,688 +1,117	+20%	+$4.65K	﹤0.01%	2295
2022 Q3	$31K	Buy	5,571 +5,090	+1,058%	+$46K	﹤0.01%	1935
2022 Q2	$7K	Buy	481 +443	+1,166%	+$7.27K	﹤0.01%	2802
2022 Q1	$1K	Sell	38 -175	-82%	-$4K	﹤0.01%	3356
2021 Q4	$5K	Buy	+213	New	+$5.38K	﹤0.01%	2729
2019 Q1	–	Sell	-18	Closed	–	–	3102
2018 Q4	$0	Buy	+18	New	+$384	﹤0.01%	2171