Carson Wealth (CWM LLC)’s Sabra Healthcare REIT SBRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
15,945
+2,960
| +23% | +$54.6K | ﹤0.01% | 1882 |
|
|
2025
Q1 | $227K | Buy |
12,985
+262
| +2% | +$4.58K | ﹤0.01% | 1839 |
|
|
2024
Q4 | $220K | Buy |
12,723
+11,190
| +730% | +$193K | ﹤0.01% | 1767 |
|
|
2024
Q3 | $29K | Buy |
1,533
+1,290
| +531% | +$24.4K | ﹤0.01% | 3123 |
|
|
2024
Q2 | $4K | Sell |
243
-121
| -33% | -$1.99K | ﹤0.01% | 3999 |
|
|
2024
Q1 | $5K | Sell |
364
-1,377
| -79% | -$18.9K | ﹤0.01% | 3686 |
|
|
2023
Q4 | $25K | Sell |
1,741
-39
| -2% | -$560 | ﹤0.01% | 2630 |
|
|
2023
Q3 | $25K | Buy |
1,780
+1,396
| +364% | +$19.6K | ﹤0.01% | 2539 |
|
|
2023
Q2 | $5K | Sell |
384
-20
| -5% | -$260 | ﹤0.01% | 3460 |
|
|
2023
Q1 | $5K | Sell |
404
-1,090
| -73% | -$13.5K | ﹤0.01% | 3317 |
|
|
2022
Q4 | $19K | Buy |
1,494
+742
| +99% | +$9.44K | ﹤0.01% | 2419 |
|
|
2022
Q3 | $10K | Buy |
752
+104
| +16% | +$1.38K | ﹤0.01% | 2695 |
|
|
2022
Q2 | $9K | Buy |
648
+138
| +27% | +$1.92K | ﹤0.01% | 2662 |
|
|
2022
Q1 | $8K | Buy |
510
+321
| +170% | +$5.04K | ﹤0.01% | 2629 |
|
|
2021
Q4 | $3K | Buy |
+189
| New | +$3K | ﹤0.01% | 3017 |
|
|
2021
Q2 | $3K | Hold |
181
| – | – | ﹤0.01% | 2533 |
|
|
2021
Q1 | $3K | Hold |
181
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q4 | $3K | Hold |
181
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q3 | $3K | Hold |
181
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q2 | $3K | Hold |
181
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q1 | $3K | Hold |
181
| – | – | ﹤0.01% | 2533 |
|
|
2019
Q4 | $3K | Hold |
181
| – | – | ﹤0.01% | 2533 |
|
|
2019
Q3 | $3K | Hold |
181
| – | – | ﹤0.01% | 2533 |
|
|
2019
Q2 | $3K | Hold |
181
| – | – | ﹤0.01% | 2533 |
|
|
2019
Q1 | $3K | Sell |
181
-185
| -51% | -$3.07K | ﹤0.01% | 2533 |
|
|
2018
Q4 | $6K | Hold |
366
| – | – | ﹤0.01% | 1485 |
|
|
2018
Q3 | $8K | Buy |
366
+142
| +63% | +$3.1K | ﹤0.01% | 1229 |
|
|
2018
Q2 | $5K | Sell |
224
-28
| -11% | -$625 | ﹤0.01% | 1204 |
|
|
2018
Q1 | $4K | Sell |
252
-56
| -18% | -$889 | ﹤0.01% | 1062 |
|
|
2017
Q4 | $6K | Sell |
308
-351
| -53% | -$6.84K | ﹤0.01% | 1043 |
|
|
2017
Q3 | $14K | Buy |
+659
| New | +$14K | ﹤0.01% | 809 |
|