Carson Wealth (CWM LLC)’s US Diversified Real Estate ETF PPTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Hold |
89
| – | – | ﹤0.01% | 4795 |
|
|
2025
Q1 | $3K | Hold |
89
| – | – | ﹤0.01% | 4659 |
|
|
2024
Q4 | $3K | Hold |
89
| – | – | ﹤0.01% | 4443 |
|
|
2024
Q3 | $3K | Hold |
89
| – | – | ﹤0.01% | 4305 |
|
|
2024
Q2 | $3K | Hold |
89
| – | – | ﹤0.01% | 4113 |
|
|
2024
Q1 | $3K | Hold |
89
| – | – | ﹤0.01% | 3878 |
|
|
2023
Q4 | $3K | Sell |
89
-642
| -88% | -$21.6K | ﹤0.01% | 3728 |
|
|
2023
Q3 | $20K | Sell |
731
-70
| -9% | -$1.92K | ﹤0.01% | 2690 |
|
|
2023
Q2 | $23K | Buy |
801
+73
| +10% | +$2.1K | ﹤0.01% | 2546 |
|
|
2023
Q1 | $21K | Buy |
+728
| New | +$21K | ﹤0.01% | 2476 |
|