Carson Wealth (CWM LLC)’s LXP Industrial Trust LXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Buy |
10,519
+2,443
| +30% | +$20.2K | ﹤0.01% | 2842 |
|
|
2025
Q1 | $70K | Buy |
8,076
+1,164
| +17% | +$10.1K | ﹤0.01% | 2701 |
|
|
2024
Q4 | $56K | Buy |
6,912
+1,514
| +28% | +$12.3K | ﹤0.01% | 2714 |
|
|
2024
Q3 | $54K | Sell |
5,398
-102
| -2% | -$1.02K | ﹤0.01% | 2629 |
|
|
2024
Q2 | $50K | Buy |
5,500
+474
| +9% | +$4.31K | ﹤0.01% | 2476 |
|
|
2024
Q1 | $45K | Buy |
5,026
+1,728
| +52% | +$15.5K | ﹤0.01% | 2353 |
|
|
2023
Q4 | $33K | Buy |
3,298
+1,300
| +65% | +$13K | ﹤0.01% | 2444 |
|
|
2023
Q3 | $18K | Sell |
1,998
-652
| -25% | -$5.87K | ﹤0.01% | 2748 |
|
|
2023
Q2 | $26K | Buy |
2,650
+589
| +29% | +$5.78K | ﹤0.01% | 2454 |
|
|
2023
Q1 | $21K | Buy |
2,061
+34
| +2% | +$346 | ﹤0.01% | 2472 |
|
|
2022
Q4 | $20K | Sell |
2,027
-184
| -8% | -$1.82K | ﹤0.01% | 2370 |
|
|
2022
Q3 | $20K | Sell |
2,211
-363
| -14% | -$3.28K | ﹤0.01% | 2220 |
|
|
2022
Q2 | $28K | Buy |
2,574
+872
| +51% | +$9.49K | ﹤0.01% | 1925 |
|
|
2022
Q1 | $27K | Buy |
1,702
+95
| +6% | +$1.51K | ﹤0.01% | 1895 |
|
|
2021
Q4 | $25K | Buy |
+1,607
| New | +$25K | ﹤0.01% | 1868 |
|
|
2021
Q2 | $11K | Hold |
918
| – | – | ﹤0.01% | 2059 |
|
|
2021
Q1 | $11K | Hold |
918
| – | – | ﹤0.01% | 2059 |
|
|
2020
Q4 | $11K | Hold |
918
| – | – | ﹤0.01% | 2059 |
|
|
2020
Q3 | $11K | Hold |
918
| – | – | ﹤0.01% | 2059 |
|
|
2020
Q2 | $11K | Hold |
918
| – | – | ﹤0.01% | 2059 |
|
|
2020
Q1 | $11K | Hold |
918
| – | – | ﹤0.01% | 2059 |
|
|
2019
Q4 | $11K | Hold |
918
| – | – | ﹤0.01% | 2059 |
|
|
2019
Q3 | $11K | Hold |
918
| – | – | ﹤0.01% | 2059 |
|
|
2019
Q2 | $11K | Hold |
918
| – | – | ﹤0.01% | 2059 |
|
|
2019
Q1 | $11K | Buy |
+918
| New | +$11K | ﹤0.01% | 2059 |
|