Carson Wealth (CWM LLC)’s SBA Communications SBAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
14,982
+1,494
| +11% | +$351K | 0.01% | 708 |
|
|
2025
Q1 | $2.97M | Buy |
13,488
+3,290
| +32% | +$724K | 0.01% | 688 |
|
|
2024
Q4 | $2.08M | Buy |
10,198
+7,119
| +231% | +$1.45M | 0.01% | 770 |
|
|
2024
Q3 | $741K | Buy |
3,079
+127
| +4% | +$30.6K | ﹤0.01% | 1173 |
|
|
2024
Q2 | $579K | Buy |
2,952
+1,065
| +56% | +$209K | ﹤0.01% | 1129 |
|
|
2024
Q1 | $409K | Buy |
1,887
+265
| +16% | +$57.4K | ﹤0.01% | 1208 |
|
|
2023
Q4 | $411K | Buy |
1,622
+573
| +55% | +$145K | ﹤0.01% | 1126 |
|
|
2023
Q3 | $210K | Buy |
1,049
+94
| +10% | +$18.8K | ﹤0.01% | 1294 |
|
|
2023
Q2 | $221K | Sell |
955
-1
| -0.1% | -$231 | ﹤0.01% | 1211 |
|
|
2023
Q1 | $250K | Sell |
956
-45
| -4% | -$11.8K | ﹤0.01% | 1114 |
|
|
2022
Q4 | $281K | Buy |
1,001
+90
| +10% | +$25.3K | ﹤0.01% | 978 |
|
|
2022
Q3 | $259K | Sell |
911
-44
| -5% | -$12.5K | ﹤0.01% | 956 |
|
|
2022
Q2 | $306K | Buy |
955
+370
| +63% | +$119K | ﹤0.01% | 884 |
|
|
2022
Q1 | $201K | Buy |
585
+365
| +166% | +$125K | ﹤0.01% | 1030 |
|
|
2021
Q4 | $86K | Buy |
+220
| New | +$86K | ﹤0.01% | 1351 |
|
|
2021
Q2 | $21K | Hold |
66
| – | – | ﹤0.01% | 1778 |
|
|
2021
Q1 | $21K | Hold |
66
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q4 | $21K | Hold |
66
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q3 | $21K | Hold |
66
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q2 | $21K | Hold |
66
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q1 | $21K | Hold |
66
| – | – | ﹤0.01% | 1778 |
|
|
2019
Q4 | $21K | Hold |
66
| – | – | ﹤0.01% | 1778 |
|
|
2019
Q3 | $21K | Hold |
66
| – | – | ﹤0.01% | 1778 |
|
|
2019
Q2 | $21K | Hold |
66
| – | – | ﹤0.01% | 1778 |
|
|
2019
Q1 | $21K | Sell |
66
-119
| -64% | -$37.9K | ﹤0.01% | 1778 |
|
|
2018
Q4 | $30K | Buy |
185
+61
| +49% | +$9.89K | ﹤0.01% | 1019 |
|
|
2018
Q3 | $20K | Hold |
124
| – | – | ﹤0.01% | 954 |
|
|
2018
Q2 | $20K | Buy |
124
+35
| +39% | +$5.65K | ﹤0.01% | 839 |
|
|
2018
Q1 | $15K | Buy |
89
+40
| +82% | +$6.74K | ﹤0.01% | 769 |
|
|
2017
Q4 | $8K | Sell |
49
-51
| -51% | -$8.33K | ﹤0.01% | 944 |
|
|
2017
Q3 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 808 |
|
|
2014
Q1 | – | Sell |
-32
| Closed | -$3K | – | 387 |
|
|
2013
Q4 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 526 |
|