Carson Wealth (CWM LLC)’s Seven Hills Realty Trust SEVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
266
+127
| +91% | +$1.43K | ﹤0.01% | 4805 |
|
|
2025
Q1 | $2K | Buy |
139
+1
| +0.7% | +$14 | ﹤0.01% | 4803 |
|
|
2024
Q4 | $2K | Buy |
138
+21
| +18% | +$304 | ﹤0.01% | 4604 |
|
|
2024
Q3 | $2K | Buy |
117
+6
| +5% | +$103 | ﹤0.01% | 4452 |
|
|
2024
Q2 | $1K | Buy |
+111
| New | +$1K | ﹤0.01% | 4471 |
|
|
2021
Q2 | $3K | Hold |
259
| – | – | ﹤0.01% | 2534 |
|
|
2021
Q1 | $3K | Hold |
259
| – | – | ﹤0.01% | 2534 |
|
|
2020
Q4 | $3K | Hold |
259
| – | – | ﹤0.01% | 2534 |
|
|
2020
Q3 | $3K | Hold |
259
| – | – | ﹤0.01% | 2534 |
|
|
2020
Q2 | $3K | Hold |
259
| – | – | ﹤0.01% | 2534 |
|
|
2020
Q1 | $3K | Hold |
259
| – | – | ﹤0.01% | 2534 |
|
|
2019
Q4 | $3K | Hold |
259
| – | – | ﹤0.01% | 2534 |
|
|
2019
Q3 | $3K | Hold |
259
| – | – | ﹤0.01% | 2534 |
|
|
2019
Q2 | $3K | Hold |
259
| – | – | ﹤0.01% | 2534 |
|
|
2019
Q1 | $3K | Buy |
+259
| New | +$3K | ﹤0.01% | 2534 |
|