Carson Wealth (CWM LLC)’s SITE Centers SITC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
20,022
+17,906
| +846% | +$202K | ﹤0.01% | 2065 |
|
|
2025
Q1 | $27K | Sell |
2,116
-987
| -32% | -$12.6K | ﹤0.01% | 3469 |
|
|
2024
Q4 | $47K | Sell |
3,103
-496
| -14% | -$7.51K | ﹤0.01% | 2852 |
|
|
2024
Q3 | $42K | Buy |
3,599
+438
| +14% | +$5.11K | ﹤0.01% | 2827 |
|
|
2024
Q2 | $36K | Buy |
3,161
+360
| +13% | +$4.1K | ﹤0.01% | 2703 |
|
|
2024
Q1 | $32K | Buy |
2,801
+9
| +0.3% | +$103 | ﹤0.01% | 2606 |
|
|
2023
Q4 | $30K | Sell |
2,792
-388
| -12% | -$4.17K | ﹤0.01% | 2519 |
|
|
2023
Q3 | $31K | Sell |
3,180
-77
| -2% | -$751 | ﹤0.01% | 2390 |
|
|
2023
Q2 | $34K | Buy |
3,257
+460
| +16% | +$4.8K | ﹤0.01% | 2275 |
|
|
2023
Q1 | $27K | Sell |
2,797
-437
| -14% | -$4.22K | ﹤0.01% | 2299 |
|
|
2022
Q4 | $34K | Buy |
3,234
+28
| +0.9% | +$294 | ﹤0.01% | 2002 |
|
|
2022
Q3 | $27K | Buy |
3,206
+2,474
| +338% | +$20.8K | ﹤0.01% | 2029 |
|
|
2022
Q2 | $8K | Sell |
732
-111
| -13% | -$1.21K | ﹤0.01% | 2729 |
|
|
2022
Q1 | $11K | Buy |
843
+39
| +5% | +$509 | ﹤0.01% | 2436 |
|
|
2021
Q4 | $10K | Buy |
+804
| New | +$10K | ﹤0.01% | 2359 |
|
|
2018
Q3 | – | Sell |
-73
| Closed | -$1K | – | 1969 |
|
|
2018
Q2 | $1K | Sell |
73
-1
| -1% | -$14 | ﹤0.01% | 1587 |
|
|
2018
Q1 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 1325 |
|
|
2017
Q4 | – | Sell |
-146
| Closed | -$2K | – | 1568 |
|
|
2017
Q3 | $2K | Buy |
+146
| New | +$2K | ﹤0.01% | 1304 |
|