Carson Wealth (CWM LLC)’s Two Harbors Investment TWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59K | Sell |
5,165
-962
| -16% | -$10.8K | ﹤0.01% | 3693 |
|
|
2025
Q4 | $64K | Buy |
6,127
+662
| +12% | +$6.62K | ﹤0.01% | 3421 |
|
|
2025
Q3 | $54K | Buy |
5,465
+4,482
| +456% | +$45.1K | ﹤0.01% | 3474 |
|
|
2025
Q2 | $11K | Sell |
983
-1,209
| -55% | -$13.6K | ﹤0.01% | 4262 |
|
|
2025
Q1 | $29K | Buy |
2,192
+890
| +68% | +$11.5K | ﹤0.01% | 3428 |
|
|
2024
Q4 | $15K | Buy |
1,302
+462
| +55% | +$5.59K | ﹤0.01% | 3642 |
|
|
2024
Q3 | $12K | Buy |
840
+282
| +51% | +$3.85K | ﹤0.01% | 3701 |
|
|
2024
Q2 | $7K | Buy |
558
+189
| +51% | +$2.4K | ﹤0.01% | 3737 |
|
|
2024
Q1 | $5K | Sell |
369
-52
| -12% | -$677 | ﹤0.01% | 3702 |
|
|
2023
Q4 | $6K | Sell |
421
-123
| -23% | -$1.59K | ﹤0.01% | 3463 |
|
|
2023
Q3 | $7K | Buy |
544
+80
| +17% | +$1.07K | ﹤0.01% | 3330 |
|
|
2023
Q2 | $6K | Sell |
464
-2,014
| -81% | -$26.6K | ﹤0.01% | 3387 |
|
|
2023
Q1 | $36K | Buy |
2,478
+89
| +4% | +$1.45K | ﹤0.01% | 2101 |
|
|
2022
Q4 | $38K | Buy |
2,389
+1,795
| +302% | +$27K | ﹤0.01% | 1920 |
|
|
2022
Q3 | $8K | Buy |
594
+422
| +245% | +$8.19K | ﹤0.01% | 2856 |
|
|
2022
Q2 | $3K | Sell |
172
-228
| -57% | -$4.61K | ﹤0.01% | 3247 |
|
|
2022
Q1 | $9K | Buy |
400
+116
| +41% | +$2.52K | ﹤0.01% | 2568 |
|
|
2021
Q4 | $7K | Buy |
+284
| New | +$7.08K | ﹤0.01% | 2577 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 3010 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3009 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 3007 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 3006 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 3005 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3004 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 3002 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 3002 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 3001 |
|
|
2019
Q1 | $0 | Sell |
3
-137
| -98% | -$7.67K | ﹤0.01% | 3277 |
|
|
2018
Q4 | $7K | Sell |
140
-17
| -11% | -$969 | ﹤0.01% | 1459 |
|
|
2018
Q3 | $9K | Buy |
157
+125
| +391% | +$7.79K | ﹤0.01% | 1203 |
|
|
2018
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1432 |
|
|
2017
Q1 | – | Sell |
-9
| Closed | -$1K | – | 1317 |
|
|
2016
Q4 | $1K | Buy |
+9
| New | +$613 | ﹤0.01% | 1077 |
|
Other funds holding TWO
SGCM
AA
Carson Wealth (CWM LLC)'s TWO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Two Harbors Investment (TWO) stake by 16% in Q1 2026, selling an estimated $10.8K and leaving 5,165 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3693.
Carson Wealth (CWM LLC) first reported a position in TWO in Q4 2016 and has held it in 32 quarters since. The position peaked at $64K in Q4 2025. 229 funds tracked by Wall St. Rank hold TWO as of Q1 2026.
- Carson Wealth (CWM LLC) held 5,165 shares of Two Harbors Investment worth $59K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 962 Two Harbors Investment shares in Q1 2026, an estimated $10.8K.
- Two Harbors Investment made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3693 holding.
- Carson Wealth (CWM LLC) first reported a position in Two Harbors Investment in Q4 2016 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Two Harbors Investment position peaked at $64K in Q4 2025.
- 229 funds tracked by Wall St. Rank held Two Harbors Investment as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.