Carson Wealth (CWM LLC)’s Seritage Growth Properties SRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-183
| Closed | -$1K | – | 5149 |
|
|
2024
Q3 | $1K | Buy |
183
+99
| +118% | +$541 | ﹤0.01% | 4709 |
|
|
2024
Q2 | $0 | Buy |
84
+80
| +2,000% | – | ﹤0.01% | 4919 |
|
|
2024
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4718 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | – | – | 4431 |
|
|
2023
Q1 | $0 | Sell |
25
-66
| -73% | – | ﹤0.01% | 4317 |
|
|
2022
Q4 | $1K | Sell |
91
-221
| -71% | -$2.43K | ﹤0.01% | 3836 |
|
|
2022
Q3 | $3K | Hold |
312
| – | – | ﹤0.01% | 3360 |
|
|
2022
Q2 | $2K | Buy |
312
+284
| +1,014% | +$1.82K | ﹤0.01% | 3400 |
|
|
2022
Q1 | $0 | Buy |
+28
| New | – | ﹤0.01% | 3832 |
|