Carson Wealth (CWM LLC)’s Seven Hills Realty Trust SEVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4K | Buy |
|
|||||
|
2025
Q2 | $3K | Buy |
|
|||||
|
2025
Q1 | $2K | Buy |
|
|||||
|
2024
Q4 | $2K | Buy |
|
|||||
|
2024
Q3 | $2K | Buy |
|
|||||
|
2024
Q2 | $1K | Buy |
|
|||||
|
2021
Q2 | $3K | Hold |
|
|||||
|
2021
Q1 | $3K | Hold |
|
|||||
|
2020
Q4 | $3K | Hold |
|
|||||
|
2020
Q3 | $3K | Hold |
|
|||||
|
2020
Q2 | $3K | Hold |
|
|||||
|
2020
Q1 | $3K | Hold |
|
|||||
|
2019
Q4 | $3K | Hold |
|
|||||
|
2019
Q3 | $3K | Hold |
|
|||||
|
2019
Q2 | $3K | Hold |
|
|||||
|
2019
Q1 | $3K | Buy |
|