Carson Wealth (CWM LLC)’s Invitation Homes INVH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
77,917
+71,408
| +1,097% | +$2.34M | 0.01% | 859 |
|
|
2025
Q1 | $227K | Buy |
6,509
+635
| +11% | +$22.1K | ﹤0.01% | 1837 |
|
|
2024
Q4 | $188K | Sell |
5,874
-1,411
| -19% | -$45.2K | ﹤0.01% | 1856 |
|
|
2024
Q3 | $257K | Buy |
7,285
+351
| +5% | +$12.4K | ﹤0.01% | 1628 |
|
|
2024
Q2 | $249K | Sell |
6,934
-72
| -1% | -$2.59K | ﹤0.01% | 1469 |
|
|
2024
Q1 | $249K | Sell |
7,006
-392
| -5% | -$13.9K | ﹤0.01% | 1409 |
|
|
2023
Q4 | $252K | Buy |
7,398
+808
| +12% | +$27.5K | ﹤0.01% | 1312 |
|
|
2023
Q3 | $209K | Buy |
6,590
+608
| +10% | +$19.3K | ﹤0.01% | 1296 |
|
|
2023
Q2 | $206K | Buy |
5,982
+1,338
| +29% | +$46.1K | ﹤0.01% | 1237 |
|
|
2023
Q1 | $145K | Buy |
4,644
+721
| +18% | +$22.5K | ﹤0.01% | 1327 |
|
|
2022
Q4 | $116K | Buy |
3,923
+1,570
| +67% | +$46.4K | ﹤0.01% | 1310 |
|
|
2022
Q3 | $79K | Buy |
2,353
+1,035
| +79% | +$34.7K | ﹤0.01% | 1442 |
|
|
2022
Q2 | $47K | Sell |
1,318
-213
| -14% | -$7.6K | ﹤0.01% | 1653 |
|
|
2022
Q1 | $62K | Buy |
1,531
+1,013
| +196% | +$41K | ﹤0.01% | 1510 |
|
|
2021
Q4 | $23K | Buy |
+518
| New | +$23K | ﹤0.01% | 1917 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2929 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2929 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2929 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2929 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2929 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2929 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2929 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2929 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2929 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3066 |
|
|
2018
Q1 | – | Sell |
-185
| Closed | -$4K | – | 1473 |
|
|
2017
Q4 | $4K | Buy |
185
+126
| +214% | +$2.72K | ﹤0.01% | 1137 |
|
|
2017
Q3 | $1K | Buy |
+59
| New | +$1K | ﹤0.01% | 1376 |
|