Carson Wealth (CWM LLC)’s Office Properties Income Trust OPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
815
|
|
||||
|
2025
Q1 | $0 | Hold |
815
|
|
||||
|
2024
Q4 | $1K | Sell |
815
-100
|
|
||||
|
2024
Q3 | $2K | Sell |
915
-1,012
|
|
||||
|
2024
Q2 | $4K | Buy |
1,927
+643
|
|
||||
|
2024
Q1 | $3K | Sell |
1,284
-3,040
|
|
||||
|
2023
Q4 | $32K | Buy |
4,324
+2,961
|
|
||||
|
2023
Q3 | $6K | Sell |
1,363
-6,537
|
|
||||
|
2023
Q2 | $61K | Buy |
7,900
+4,808
|
|
||||
|
2023
Q1 | $38K | Buy |
3,092
+249
|
|
||||
|
2022
Q4 | $38K | Buy |
2,843
+838
|
|
||||
|
2022
Q3 | $28K | Buy |
2,005
+501
|
|
||||
|
2022
Q2 | $30K | Buy |
1,504
+120
|
|
||||
|
2022
Q1 | $36K | Buy |
1,384
+387
|
|
||||
|
2021
Q4 | $25K | Buy |
+997
|
|
||||
|
2021
Q2 | $24K | Hold |
815
|
|
||||
|
2021
Q1 | $24K | Hold |
815
|
|
||||
|
2020
Q4 | $24K | Hold |
815
|
|
||||
|
2020
Q3 | $24K | Hold |
815
|
|
||||
|
2020
Q2 | $24K | Hold |
815
|
|
||||
|
2020
Q1 | $24K | Hold |
815
|
|
||||
|
2019
Q4 | $24K | Hold |
815
|
|
||||
|
2019
Q3 | $24K | Hold |
815
|
|
||||
|
2019
Q2 | $24K | Hold |
815
|
|
||||
|
2019
Q1 | $24K | Buy |
+815
|
|