Carson Wealth (CWM LLC)’s Peakstone Realty Trust PKST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $811K | Sell |
61,366
-3,718
| -6% | -$49.1K | ﹤0.01% | 1359 |
|
2025
Q1 | $820K | Buy |
65,084
+2,182
| +3% | +$27.5K | ﹤0.01% | 1245 |
|
2024
Q4 | $696K | Sell |
62,902
-2,235
| -3% | -$24.7K | ﹤0.01% | 1255 |
|
2024
Q3 | $888K | Sell |
65,137
-5,260
| -7% | -$71.7K | ﹤0.01% | 1107 |
|
2024
Q2 | $746K | Sell |
70,397
-17,951
| -20% | -$190K | ﹤0.01% | 1043 |
|
2024
Q1 | $1.43M | Buy |
88,348
+3,595
| +4% | +$58K | 0.01% | 719 |
|
2023
Q4 | $1.69M | Sell |
84,753
-3,235
| -4% | -$64.5K | 0.01% | 613 |
|
2023
Q3 | $1.46M | Buy |
87,988
+14,582
| +20% | +$243K | 0.01% | 616 |
|
2023
Q2 | $2.05M | Buy |
+73,406
| New | +$2.05M | 0.01% | 514 |
|