Carson Wealth (CWM LLC)’s NexPoint Residential Trust NXRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40K Buy
1,191
+171
+17% +$5.74K ﹤0.01% 3447
2025
Q1
$40K Sell
1,020
-160
-14% -$6.28K ﹤0.01% 3169
2024
Q4
$49K Buy
1,180
+455
+63% +$18.9K ﹤0.01% 2818
2024
Q3
$32K Buy
725
+121
+20% +$5.34K ﹤0.01% 3052
2024
Q2
$24K Buy
604
+20
+3% +$795 ﹤0.01% 2995
2024
Q1
$19K Buy
584
+57
+11% +$1.85K ﹤0.01% 2946
2023
Q4
$18K Buy
527
+47
+10% +$1.61K ﹤0.01% 2845
2023
Q3
$15K Buy
480
+428
+823% +$13.4K ﹤0.01% 2882
2023
Q2
$2K Sell
52
-39
-43% -$1.5K ﹤0.01% 3819
2023
Q1
$4K Sell
91
-19
-17% -$835 ﹤0.01% 3403
2022
Q4
$5K Sell
110
-79
-42% -$3.59K ﹤0.01% 3200
2022
Q3
$9K Buy
189
+136
+257% +$6.48K ﹤0.01% 2760
2022
Q2
$3K Sell
53
-17
-24% -$962 ﹤0.01% 3211
2022
Q1
$6K Buy
+70
New +$6K ﹤0.01% 2762