Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Peakstone Realty Trust PKST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PKST Stock Details PKST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$741K	Sell
2025 Q2	$811K	Sell
2025 Q1	$820K	Buy
2024 Q4	$696K	Sell
2024 Q3	$888K	Sell
2024 Q2	$746K	Sell
2024 Q1	$1.43M	Buy
2023 Q4	$1.69M	Sell
2023 Q3	$1.46M	Buy
2023 Q2	$2.05M	Buy