Carson Wealth (CWM LLC)’s Transcontinental Realty Investors TCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Buy |
101
+7
| +7% | +$277 | ﹤0.01% | 4710 |
|
|
2025
Q1 | $3K | Buy |
94
+5
| +6% | +$160 | ﹤0.01% | 4681 |
|
|
2024
Q4 | $3K | Buy |
89
+25
| +39% | +$843 | ﹤0.01% | 4456 |
|
|
2024
Q3 | $2K | Buy |
64
+41
| +178% | +$1.28K | ﹤0.01% | 4461 |
|
|
2024
Q2 | $1K | Buy |
23
+16
| +229% | +$696 | ﹤0.01% | 4489 |
|
|
2024
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 4730 |
|
|
2023
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 4499 |
|
|
2019
Q1 | – | Sell |
-379
| Closed | -$11K | – | 3229 |
|
|
2018
Q4 | $11K | Hold |
379
| – | – | ﹤0.01% | 1307 |
|
|
2018
Q3 | $12K | Sell |
379
-379
| -50% | -$12K | ﹤0.01% | 1114 |
|
|
2018
Q2 | $25K | Hold |
758
| – | – | ﹤0.01% | 793 |
|
|
2018
Q1 | $31K | Hold |
758
| – | – | ﹤0.01% | 640 |
|
|
2017
Q4 | $24K | Hold |
758
| – | – | ﹤0.01% | 669 |
|
|
2017
Q3 | $21K | Hold |
758
| – | – | ﹤0.01% | 696 |
|
|
2017
Q2 | $20K | Hold |
758
| – | – | ﹤0.01% | 630 |
|
|
2017
Q1 | $15K | Hold |
758
| – | – | ﹤0.01% | 670 |
|
|
2016
Q4 | $9K | Buy |
+758
| New | +$9K | ﹤0.01% | 753 |
|