Carson Wealth (CWM LLC)’s Paramount Group PGRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Sell |
1,214
-35
| -3% | -$202 | ﹤0.01% | 4474 |
|
|
2025
Q1 | $5K | Sell |
1,249
-253
| -17% | -$1.01K | ﹤0.01% | 4467 |
|
|
2024
Q4 | $7K | Buy |
1,502
+394
| +36% | +$1.84K | ﹤0.01% | 4065 |
|
|
2024
Q3 | $5K | Buy |
1,108
+302
| +37% | +$1.36K | ﹤0.01% | 4124 |
|
|
2024
Q2 | $4K | Buy |
806
+119
| +17% | +$591 | ﹤0.01% | 3988 |
|
|
2024
Q1 | $3K | Buy |
687
+1
| +0.1% | +$4 | ﹤0.01% | 3873 |
|
|
2023
Q4 | $4K | Sell |
686
-2,670
| -80% | -$15.6K | ﹤0.01% | 3615 |
|
|
2023
Q3 | $16K | Hold |
3,356
| – | – | ﹤0.01% | 2841 |
|
|
2023
Q2 | $15K | Buy |
+3,356
| New | +$15K | ﹤0.01% | 2826 |
|
|
2023
Q1 | – | Sell |
-328
| Closed | -$2K | – | 4260 |
|
|
2022
Q4 | $2K | Buy |
+328
| New | +$2K | ﹤0.01% | 3606 |
|
|
2022
Q2 | – | Sell |
-939
| Closed | -$10K | – | 4002 |
|
|
2022
Q1 | $10K | Buy |
939
+576
| +159% | +$6.13K | ﹤0.01% | 2480 |
|
|
2021
Q4 | $3K | Buy |
+363
| New | +$3K | ﹤0.01% | 3003 |
|