Carson Wealth (CWM LLC)’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
33,363
+23,072
| +224% | +$997K | 0.01% | 1077 |
|
|
2025
Q1 | $439K | Buy |
10,291
+3,496
| +51% | +$149K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $278K | Buy |
6,795
+8
| +0.1% | +$327 | ﹤0.01% | 1635 |
|
|
2024
Q3 | $329K | Sell |
6,787
-306
| -4% | -$14.8K | ﹤0.01% | 1493 |
|
|
2024
Q2 | $302K | Buy |
7,093
+763
| +12% | +$32.5K | ﹤0.01% | 1391 |
|
|
2024
Q1 | $271K | Sell |
6,330
-239
| -4% | -$10.2K | ﹤0.01% | 1379 |
|
|
2023
Q4 | $283K | Buy |
6,569
+2,177
| +50% | +$93.8K | ﹤0.01% | 1276 |
|
|
2023
Q3 | $155K | Buy |
4,392
+2,086
| +90% | +$73.6K | ﹤0.01% | 1409 |
|
|
2023
Q2 | $99K | Buy |
2,306
+1,131
| +96% | +$48.6K | ﹤0.01% | 1574 |
|
|
2023
Q1 | $52K | Buy |
1,175
+83
| +8% | +$3.67K | ﹤0.01% | 1848 |
|
|
2022
Q4 | $50K | Sell |
1,092
-218
| -17% | -$9.98K | ﹤0.01% | 1734 |
|
|
2022
Q3 | $52K | Buy |
1,310
+1,204
| +1,136% | +$47.8K | ﹤0.01% | 1636 |
|
|
2022
Q2 | $5K | Buy |
106
+22
| +26% | +$1.04K | ﹤0.01% | 2988 |
|
|
2022
Q1 | $4K | Buy |
84
+70
| +500% | +$3.33K | ﹤0.01% | 2932 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 3327 |
|
|
2019
Q1 | – | Sell |
-385
| Closed | -$19K | – | 3139 |
|
|
2018
Q4 | $19K | Buy |
+385
| New | +$19K | ﹤0.01% | 1153 |
|