Carson Wealth (CWM LLC)’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,349
| Closed | -$51K | – | 5765 |
|
|
2025
Q4 | $51K | Buy |
2,349
+139
| +6% | +$3.05K | ﹤0.01% | 3589 |
|
|
2025
Q3 | $49K | Buy |
2,210
+637
| +40% | +$11.7K | ﹤0.01% | 3552 |
|
|
2025
Q2 | $25K | Buy |
1,573
+603
| +62% | +$9.42K | ﹤0.01% | 3775 |
|
|
2025
Q1 | $16K | Buy |
970
+888
| +1,083% | +$15K | ﹤0.01% | 3840 |
|
|
2024
Q4 | $1K | Sell |
82
-73
| -47% | -$1.44K | ﹤0.01% | 4774 |
|
|
2024
Q3 | $4K | Buy |
155
+79
| +104% | +$1.84K | ﹤0.01% | 4206 |
|
|
2024
Q2 | $2K | Sell |
76
-53
| -41% | -$1.11K | ﹤0.01% | 4252 |
|
|
2024
Q1 | $3K | Buy |
129
+35
| +37% | +$780 | ﹤0.01% | 3879 |
|
|
2023
Q4 | $2K | Sell |
94
-81
| -46% | -$1.76K | ﹤0.01% | 3831 |
|
|
2023
Q3 | $4K | Buy |
+175
| New | +$3.94K | ﹤0.01% | 3585 |
|
|
2023
Q1 | – | Sell |
-54
| Closed | -$1K | – | 4278 |
|
|
2022
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 3812 |
|
|
2022
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 3724 |
|
|
2022
Q2 | $1K | Buy |
54
+17
| +46% | +$368 | ﹤0.01% | 3601 |
|
|
2022
Q1 | $1K | Buy |
37
+7
| +23% | +$193 | ﹤0.01% | 3394 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$831 | ﹤0.01% | 3359 |
|
Other funds holding PLYM
Carson Wealth (CWM LLC)'s PLYM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 2,349 shares — an estimated $51K sold.
Carson Wealth (CWM LLC) first reported a position in PLYM in Q4 2021 and held it in 15 quarters. The position peaked at $51K in Q4 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.
- Carson Wealth (CWM LLC) reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 2,349 Plymouth Industrial REIT shares in Q1 2026, an estimated $51K.
- Carson Wealth (CWM LLC) first reported a position in Plymouth Industrial REIT in Q4 2021 and held it in 15 quarters.
- Carson Wealth (CWM LLC)'s Plymouth Industrial REIT position peaked at $51K in Q4 2025.
- 1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.