Carson Wealth (CWM LLC)’s SL Green Realty SLG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$106K Sell
1,709
-2
-0.1% -$124 ﹤0.01% 2662
2025
Q1
$99K Sell
1,711
-19
-1% -$1.1K ﹤0.01% 2433
2024
Q4
$117K Buy
1,730
+26
+2% +$1.76K ﹤0.01% 2184
2024
Q3
$119K Sell
1,704
-237
-12% -$16.6K ﹤0.01% 2091
2024
Q2
$110K Buy
1,941
+54
+3% +$3.06K ﹤0.01% 1911
2024
Q1
$104K Sell
1,887
-137
-7% -$7.55K ﹤0.01% 1862
2023
Q4
$91K Sell
2,024
-573
-22% -$25.8K ﹤0.01% 1818
2023
Q3
$97K Sell
2,597
-116
-4% -$4.33K ﹤0.01% 1645
2023
Q2
$82K Buy
2,713
+3
+0.1% +$91 ﹤0.01% 1673
2023
Q1
$64K Buy
2,710
+1,644
+154% +$38.8K ﹤0.01% 1735
2022
Q4
$36K Buy
1,066
+910
+583% +$30.7K ﹤0.01% 1958
2022
Q3
$6K Sell
156
-580
-79% -$22.3K ﹤0.01% 3002
2022
Q2
$34K Buy
736
+672
+1,050% +$31K ﹤0.01% 1820
2022
Q1
$5K Buy
64
+44
+220% +$3.44K ﹤0.01% 2862
2021
Q4
$2K Buy
+20
New +$2K ﹤0.01% 3161
2021
Q2
$6K Hold
74
﹤0.01% 2304
2021
Q1
$6K Buy
74
+2
+3% +$162 ﹤0.01% 2304
2020
Q4
$6K Sell
72
-4
-5% -$333 ﹤0.01% 2304
2020
Q3
$6K Hold
76
﹤0.01% 2304
2020
Q2
$6K Hold
76
﹤0.01% 2304
2020
Q1
$6K Hold
76
﹤0.01% 2304
2019
Q4
$6K Hold
76
﹤0.01% 2304
2019
Q3
$6K Hold
76
﹤0.01% 2304
2019
Q2
$6K Hold
76
﹤0.01% 2304
2019
Q1
$6K Buy
+76
New +$6K ﹤0.01% 2304
2018
Q1
Sell
-136
Closed -$13K 1528
2017
Q4
$13K Sell
136
-14
-9% -$1.34K ﹤0.01% 825
2017
Q3
$15K Buy
+150
New +$15K ﹤0.01% 788