Carson Wealth (CWM LLC)’s Industrial Logistics Properties Trust ILPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Buy |
2,010
+171
| +9% | +$766 | ﹤0.01% | 4353 |
|
|
2025
Q1 | $6K | Sell |
1,839
-7
| -0.4% | -$23 | ﹤0.01% | 4361 |
|
|
2024
Q4 | $7K | Sell |
1,846
-2,255
| -55% | -$8.55K | ﹤0.01% | 4049 |
|
|
2024
Q3 | $20K | Buy |
4,101
+3,744
| +1,049% | +$18.3K | ﹤0.01% | 3351 |
|
|
2024
Q2 | $1K | Sell |
357
-3,602
| -91% | -$10.1K | ﹤0.01% | 4395 |
|
|
2024
Q1 | $17K | Buy |
3,959
+3,602
| +1,009% | +$15.5K | ﹤0.01% | 3010 |
|
|
2023
Q4 | $2K | Sell |
357
-1,417
| -80% | -$7.94K | ﹤0.01% | 3808 |
|
|
2023
Q3 | $5K | Sell |
1,774
-82
| -4% | -$231 | ﹤0.01% | 3461 |
|
|
2023
Q2 | $6K | Sell |
1,856
-2,547
| -58% | -$8.23K | ﹤0.01% | 3350 |
|
|
2023
Q1 | $14K | Sell |
4,403
-2,285
| -34% | -$7.27K | ﹤0.01% | 2739 |
|
|
2022
Q4 | $22K | Buy |
6,688
+1,117
| +20% | +$3.67K | ﹤0.01% | 2293 |
|
|
2022
Q3 | $31K | Buy |
5,571
+5,090
| +1,058% | +$28.3K | ﹤0.01% | 1933 |
|
|
2022
Q2 | $7K | Buy |
481
+443
| +1,166% | +$6.45K | ﹤0.01% | 2798 |
|
|
2022
Q1 | $1K | Sell |
38
-175
| -82% | -$4.61K | ﹤0.01% | 3338 |
|
|
2021
Q4 | $5K | Buy |
+213
| New | +$5K | ﹤0.01% | 2720 |
|
|
2019
Q1 | – | Sell |
-18
| Closed | – | – | 3063 |
|
|
2018
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 2165 |
|