Carson Wealth (CWM LLC)’s One Liberty Properties OLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
291
+55
| +23% | +$1.32K | ﹤0.01% | 4473 |
|
|
2025
Q1 | $6K | Buy |
236
+68
| +40% | +$1.73K | ﹤0.01% | 4380 |
|
|
2024
Q4 | $5K | Buy |
168
+17
| +11% | +$506 | ﹤0.01% | 4227 |
|
|
2024
Q3 | $4K | Buy |
151
+99
| +190% | +$2.62K | ﹤0.01% | 4197 |
|
|
2024
Q2 | $1K | Buy |
52
+35
| +206% | +$673 | ﹤0.01% | 4440 |
|
|
2024
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 4611 |
|
|
2023
Q4 | $0 | Hold |
17
| – | – | ﹤0.01% | 4397 |
|
|
2023
Q3 | $0 | Sell |
17
-127
| -88% | – | ﹤0.01% | 4427 |
|
|
2023
Q2 | $3K | Buy |
+144
| New | +$3K | ﹤0.01% | 3668 |
|
|
2022
Q2 | – | Sell |
-359
| Closed | -$11K | – | 3991 |
|
|
2022
Q1 | $11K | Buy |
359
+303
| +541% | +$9.28K | ﹤0.01% | 2427 |
|
|
2021
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 3142 |
|