Carson Wealth (CWM LLC)’s Office Properties Income Trust OPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
815
| – | – | ﹤0.01% | 5245 |
|
|
2025
Q1 | $0 | Hold |
815
| – | – | ﹤0.01% | 5149 |
|
|
2024
Q4 | $1K | Sell |
815
-100
| -11% | -$123 | ﹤0.01% | 4763 |
|
|
2024
Q3 | $2K | Sell |
915
-1,012
| -53% | -$2.21K | ﹤0.01% | 4438 |
|
|
2024
Q2 | $4K | Buy |
1,927
+643
| +50% | +$1.34K | ﹤0.01% | 3984 |
|
|
2024
Q1 | $3K | Sell |
1,284
-3,040
| -70% | -$7.1K | ﹤0.01% | 3867 |
|
|
2023
Q4 | $32K | Buy |
4,324
+2,961
| +217% | +$21.9K | ﹤0.01% | 2473 |
|
|
2023
Q3 | $6K | Sell |
1,363
-6,537
| -83% | -$28.8K | ﹤0.01% | 3387 |
|
|
2023
Q2 | $61K | Buy |
7,900
+4,808
| +155% | +$37.1K | ﹤0.01% | 1843 |
|
|
2023
Q1 | $38K | Buy |
3,092
+249
| +9% | +$3.06K | ﹤0.01% | 2056 |
|
|
2022
Q4 | $38K | Buy |
2,843
+838
| +42% | +$11.2K | ﹤0.01% | 1913 |
|
|
2022
Q3 | $28K | Buy |
2,005
+501
| +33% | +$7K | ﹤0.01% | 2007 |
|
|
2022
Q2 | $30K | Buy |
1,504
+120
| +9% | +$2.39K | ﹤0.01% | 1887 |
|
|
2022
Q1 | $36K | Buy |
1,384
+387
| +39% | +$10.1K | ﹤0.01% | 1764 |
|
|
2021
Q4 | $25K | Buy |
+997
| New | +$25K | ﹤0.01% | 1871 |
|
|
2021
Q2 | $24K | Hold |
815
| – | – | ﹤0.01% | 1711 |
|
|
2021
Q1 | $24K | Hold |
815
| – | – | ﹤0.01% | 1711 |
|
|
2020
Q4 | $24K | Hold |
815
| – | – | ﹤0.01% | 1711 |
|
|
2020
Q3 | $24K | Hold |
815
| – | – | ﹤0.01% | 1711 |
|
|
2020
Q2 | $24K | Hold |
815
| – | – | ﹤0.01% | 1711 |
|
|
2020
Q1 | $24K | Hold |
815
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q4 | $24K | Hold |
815
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q3 | $24K | Hold |
815
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q2 | $24K | Hold |
815
| – | – | ﹤0.01% | 1711 |
|
|
2019
Q1 | $24K | Buy |
+815
| New | +$24K | ﹤0.01% | 1711 |
|