Carson Wealth (CWM LLC)’s Presidio Property Trust SQFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Hold |
529
| – | – | ﹤0.01% | 4809 |
|
|
2025
Q1 | $3K | Hold |
529
| – | – | ﹤0.01% | 4675 |
|
|
2024
Q4 | $4K | Hold |
529
| – | – | ﹤0.01% | 4356 |
|
|
2024
Q3 | $4K | Hold |
529
| – | – | ﹤0.01% | 4213 |
|
|
2024
Q2 | $4K | Hold |
529
| – | – | ﹤0.01% | 4003 |
|
|
2024
Q1 | $6K | Hold |
529
| – | – | ﹤0.01% | 3604 |
|
|
2023
Q4 | $5K | Buy |
529
+17
| +3% | +$161 | ﹤0.01% | 3542 |
|
|
2023
Q3 | $4K | Hold |
512
| – | – | ﹤0.01% | 3597 |
|
|
2023
Q2 | $5K | Buy |
+512
| New | +$5K | ﹤0.01% | 3463 |
|
|
2022
Q1 | – | Sell |
-163
| Closed | -$6K | – | 3830 |
|
|
2021
Q4 | $6K | Buy |
+163
| New | +$6K | ﹤0.01% | 2658 |
|