Carson Wealth (CWM LLC)’s Rexford Industrial Realty REXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
32,158
+4,882
| +18% | +$183K | ﹤0.01% | 1505 |
|
|
2025
Q4 | $1.06M | Buy |
27,276
+453
| +2% | +$18.7K | ﹤0.01% | 1461 |
|
|
2025
Q3 | $1.1M | Sell |
26,823
-4,306
| -14% | -$169K | ﹤0.01% | 1351 |
|
|
2025
Q2 | $1.11M | Buy |
31,129
+26,908
| +637% | +$939K | ﹤0.01% | 1201 |
|
|
2025
Q1 | $165K | Buy |
4,221
+2,177
| +107% | +$87.2K | ﹤0.01% | 2060 |
|
|
2024
Q4 | $79K | Buy |
2,044
+558
| +38% | +$24K | ﹤0.01% | 2452 |
|
|
2024
Q3 | $75K | Buy |
1,486
+1
| +0.1% | +$50 | ﹤0.01% | 2379 |
|
|
2024
Q2 | $66K | Buy |
1,485
+631
| +74% | +$28.4K | ﹤0.01% | 2273 |
|
|
2024
Q1 | $43K | Buy |
854
+146
| +21% | +$7.72K | ﹤0.01% | 2402 |
|
|
2023
Q4 | $40K | Buy |
708
+86
| +14% | +$4.21K | ﹤0.01% | 2320 |
|
|
2023
Q3 | $31K | Sell |
622
-190
| -23% | -$10K | ﹤0.01% | 2389 |
|
|
2023
Q2 | $42K | Sell |
812
-83
| -9% | -$4.53K | ﹤0.01% | 2110 |
|
|
2023
Q1 | $53K | Buy |
895
+194
| +28% | +$11.6K | ﹤0.01% | 1839 |
|
|
2022
Q4 | $38K | Buy |
701
+151
| +27% | +$8.14K | ﹤0.01% | 1917 |
|
|
2022
Q3 | $29K | Buy |
550
+190
| +53% | +$11.8K | ﹤0.01% | 1990 |
|
|
2022
Q2 | $21K | Sell |
360
-95
| -21% | -$6.53K | ﹤0.01% | 2088 |
|
|
2022
Q1 | $34K | Buy |
455
+366
| +411% | +$26.4K | ﹤0.01% | 1794 |
|
|
2021
Q4 | $7K | Buy |
+89
| New | +$6.17K | ﹤0.01% | 2567 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2994 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2993 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2991 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2990 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2990 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2989 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2988 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2988 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2988 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | +$101 | ﹤0.01% | 3220 |
|
|
2018
Q1 | – | Sell |
-214
| Closed | -$6K | – | 1521 |
|
|
2017
Q4 | $6K | Buy |
214
+158
| +282% | +$4.76K | ﹤0.01% | 1041 |
|
|
2017
Q3 | $2K | Buy |
+56
| New | +$1.61K | ﹤0.01% | 1302 |
|
Other funds holding REXR
VPM
VCM
SCP