Carson Wealth (CWM LLC)’s TPG RE Finance Trust TRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
3,517
+2,904
| +474% | +$22.3K | ﹤0.01% | 3717 |
|
|
2025
Q1 | $5K | Buy |
613
+53
| +9% | +$432 | ﹤0.01% | 4484 |
|
|
2024
Q4 | $5K | Buy |
560
+17
| +3% | +$152 | ﹤0.01% | 4242 |
|
|
2024
Q3 | $5K | Buy |
543
+141
| +35% | +$1.3K | ﹤0.01% | 4139 |
|
|
2024
Q2 | $3K | Buy |
402
+35
| +10% | +$261 | ﹤0.01% | 4127 |
|
|
2024
Q1 | $3K | Buy |
367
+66
| +22% | +$540 | ﹤0.01% | 3894 |
|
|
2023
Q4 | $2K | Sell |
301
-22
| -7% | -$146 | ﹤0.01% | 3851 |
|
|
2023
Q3 | $2K | Buy |
323
+22
| +7% | +$136 | ﹤0.01% | 3868 |
|
|
2023
Q2 | $2K | Buy |
301
+116
| +63% | +$771 | ﹤0.01% | 3850 |
|
|
2023
Q1 | $1K | Hold |
185
| – | – | ﹤0.01% | 3928 |
|
|
2022
Q4 | $1K | Sell |
185
-87
| -32% | -$470 | ﹤0.01% | 3845 |
|
|
2022
Q3 | $2K | Buy |
272
+170
| +167% | +$1.25K | ﹤0.01% | 3539 |
|
|
2022
Q2 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 3633 |
|