Carson Wealth (CWM LLC)’s Plymouth Industrial REIT PLYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Buy |
1,573
+603
| +62% | +$9.58K | ﹤0.01% | 3773 |
|
|
2025
Q1 | $16K | Buy |
970
+888
| +1,083% | +$14.6K | ﹤0.01% | 3836 |
|
|
2024
Q4 | $1K | Sell |
82
-73
| -47% | -$890 | ﹤0.01% | 4772 |
|
|
2024
Q3 | $4K | Buy |
155
+79
| +104% | +$2.04K | ﹤0.01% | 4204 |
|
|
2024
Q2 | $2K | Sell |
76
-53
| -41% | -$1.4K | ﹤0.01% | 4250 |
|
|
2024
Q1 | $3K | Buy |
129
+35
| +37% | +$814 | ﹤0.01% | 3877 |
|
|
2023
Q4 | $2K | Sell |
94
-81
| -46% | -$1.72K | ﹤0.01% | 3828 |
|
|
2023
Q3 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 3582 |
|
|
2023
Q1 | – | Sell |
-54
| Closed | -$1K | – | 4264 |
|
|
2022
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 3799 |
|
|
2022
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 3712 |
|
|
2022
Q2 | $1K | Buy |
54
+17
| +46% | +$315 | ﹤0.01% | 3584 |
|
|
2022
Q1 | $1K | Buy |
37
+7
| +23% | +$189 | ﹤0.01% | 3375 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 3337 |
|