Carson Wealth (CWM LLC)’s Terreno Realty TRNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Buy |
1,171
+245
| +26% | +$13.8K | ﹤0.01% | 3063 |
|
|
2025
Q1 | $59K | Sell |
926
-428
| -32% | -$27.3K | ﹤0.01% | 2840 |
|
|
2024
Q4 | $80K | Buy |
1,354
+118
| +10% | +$6.97K | ﹤0.01% | 2442 |
|
|
2024
Q3 | $83K | Buy |
1,236
+45
| +4% | +$3.02K | ﹤0.01% | 2319 |
|
|
2024
Q2 | $70K | Buy |
1,191
+438
| +58% | +$25.7K | ﹤0.01% | 2228 |
|
|
2024
Q1 | $50K | Buy |
753
+50
| +7% | +$3.32K | ﹤0.01% | 2301 |
|
|
2023
Q4 | $44K | Sell |
703
-153
| -18% | -$9.58K | ﹤0.01% | 2254 |
|
|
2023
Q3 | $49K | Buy |
856
+18
| +2% | +$1.03K | ﹤0.01% | 2079 |
|
|
2023
Q2 | $50K | Buy |
838
+114
| +16% | +$6.8K | ﹤0.01% | 1990 |
|
|
2023
Q1 | $47K | Sell |
724
-17
| -2% | -$1.1K | ﹤0.01% | 1910 |
|
|
2022
Q4 | $42K | Buy |
741
+94
| +15% | +$5.33K | ﹤0.01% | 1847 |
|
|
2022
Q3 | $34K | Sell |
647
-90
| -12% | -$4.73K | ﹤0.01% | 1869 |
|
|
2022
Q2 | $41K | Buy |
737
+78
| +12% | +$4.34K | ﹤0.01% | 1711 |
|
|
2022
Q1 | $49K | Buy |
659
+19
| +3% | +$1.41K | ﹤0.01% | 1623 |
|
|
2021
Q4 | $55K | Buy |
+640
| New | +$55K | ﹤0.01% | 1535 |
|
|
2021
Q2 | $41K | Hold |
640
| – | – | ﹤0.01% | 1477 |
|
|
2021
Q1 | $41K | Hold |
640
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q4 | $41K | Hold |
640
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q3 | $41K | Hold |
640
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q2 | $41K | Hold |
640
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q1 | $41K | Hold |
640
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q4 | $41K | Hold |
640
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q3 | $41K | Hold |
640
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q2 | $41K | Hold |
640
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q1 | $41K | Hold |
640
| – | – | ﹤0.01% | 1477 |
|
|
2018
Q4 | $23K | Buy |
+640
| New | +$23K | ﹤0.01% | 1095 |
|
|
2018
Q3 | – | Sell |
-26
| Closed | -$1K | – | 1989 |
|
|
2018
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1601 |
|