Carson Wealth (CWM LLC)’s Orchid Island Capital ORC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
2,032
-238
| -10% | -$1.64K | ﹤0.01% | 4118 |
|
|
2025
Q1 | $17K | Buy |
2,270
+97
| +4% | +$726 | ﹤0.01% | 3803 |
|
|
2024
Q4 | $17K | Buy |
2,173
+627
| +41% | +$4.91K | ﹤0.01% | 3544 |
|
|
2024
Q3 | $13K | Buy |
1,546
+309
| +25% | +$2.6K | ﹤0.01% | 3635 |
|
|
2024
Q2 | $10K | Sell |
1,237
-83
| -6% | -$671 | ﹤0.01% | 3553 |
|
|
2024
Q1 | $12K | Buy |
1,320
+166
| +14% | +$1.51K | ﹤0.01% | 3238 |
|
|
2023
Q4 | $10K | Buy |
+1,154
| New | +$10K | ﹤0.01% | 3194 |
|
|
2022
Q4 | – | Sell |
-198
| Closed | -$2K | – | 4157 |
|
|
2022
Q3 | $2K | Buy |
+198
| New | +$2K | ﹤0.01% | 3505 |
|
|
2022
Q2 | – | Sell |
-196
| Closed | -$3K | – | 3994 |
|
|
2022
Q1 | $3K | Buy |
196
+72
| +58% | +$1.1K | ﹤0.01% | 3047 |
|
|
2021
Q4 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 2999 |
|