Carson Wealth (CWM LLC)’s Orion Office REIT ONL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.7K | Sell |
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|
2025
Q4 | $32K | Sell |
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|
2025
Q3 | $41K | Sell |
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|
2025
Q2 | $53K | Buy |
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|
2025
Q1 | $37K | Sell |
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|
2024
Q4 | $93K | Buy |
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|
2024
Q3 | $99K | Buy |
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|
2024
Q2 | $61K | Buy |
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|
2024
Q1 | $16K | Sell |
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|
2023
Q4 | $29K | Buy |
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|
2023
Q3 | $25K | Sell |
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|
2023
Q2 | $35K | Sell |
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|
2023
Q1 | $37K | Buy |
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|
2022
Q4 | $45K | Sell |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $117K | Buy |
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