Carson Wealth (CWM LLC)’s NexPoint Real Estate Finance NREF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4K | Buy |
322
+211
| +190% | +$2.62K | ﹤0.01% | 4693 |
|
2025
Q1 | $2K | Buy |
111
+10
| +10% | +$180 | ﹤0.01% | 4782 |
|
2024
Q4 | $2K | Buy |
101
+17
| +20% | +$337 | ﹤0.01% | 4578 |
|
2024
Q3 | $1K | Buy |
84
+60
| +250% | +$714 | ﹤0.01% | 4645 |
|
2024
Q2 | $0 | Buy |
+24
| New | – | ﹤0.01% | 4818 |
|
2023
Q1 | – | Sell |
-28
| Closed | – | – | 4238 |
|
2022
Q4 | $0 | Buy |
+28
| New | – | ﹤0.01% | 4143 |
|