Carson Wealth (CWM LLC)’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
3,502
+2,756
| +369% | +$11.8K | ﹤0.01% | 4083 |
|
|
2025
Q1 | $3K | Sell |
746
-1,482
| -67% | -$5.96K | ﹤0.01% | 4645 |
|
|
2024
Q4 | $14K | Buy |
2,228
+309
| +16% | +$1.94K | ﹤0.01% | 3678 |
|
|
2024
Q3 | $12K | Buy |
1,919
+849
| +79% | +$5.31K | ﹤0.01% | 3682 |
|
|
2024
Q2 | $6K | Buy |
1,070
+126
| +13% | +$707 | ﹤0.01% | 3792 |
|
|
2024
Q1 | $6K | Buy |
944
+772
| +449% | +$4.91K | ﹤0.01% | 3593 |
|
|
2023
Q4 | $1K | Sell |
172
-74
| -30% | -$430 | ﹤0.01% | 3992 |
|
|
2023
Q3 | $2K | Buy |
246
+46
| +23% | +$374 | ﹤0.01% | 3835 |
|
|
2023
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 3666 |
|
|
2023
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 3675 |
|
|
2022
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 3596 |
|
|
2022
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3332 |
|
|
2019
Q1 | – | Sell |
-10,253
| Closed | -$204K | – | 3144 |
|
|
2018
Q4 | $204K | Buy |
+10,253
| New | +$204K | 0.01% | 597 |
|