Carson Wealth (CWM LLC)’s Veris Residential VRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
7,017
+6,333
| +926% | +$93.9K | ﹤0.01% | 2686 |
|
|
2025
Q1 | $12K | Buy |
684
+235
| +52% | +$4.12K | ﹤0.01% | 4022 |
|
|
2024
Q4 | $7K | Buy |
449
+163
| +57% | +$2.54K | ﹤0.01% | 4081 |
|
|
2024
Q3 | $5K | Buy |
286
+151
| +112% | +$2.64K | ﹤0.01% | 4142 |
|
|
2024
Q2 | $2K | Buy |
135
+101
| +297% | +$1.5K | ﹤0.01% | 4271 |
|
|
2024
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 4231 |
|
|
2023
Q4 | $1K | Sell |
34
-316
| -90% | -$9.29K | ﹤0.01% | 4056 |
|
|
2023
Q3 | $6K | Buy |
350
+12
| +4% | +$206 | ﹤0.01% | 3403 |
|
|
2023
Q2 | $5K | Buy |
338
+259
| +328% | +$3.83K | ﹤0.01% | 3477 |
|
|
2023
Q1 | $1K | Buy |
79
+45
| +132% | +$570 | ﹤0.01% | 3943 |
|
|
2022
Q4 | $1K | Buy |
34
+20
| +143% | +$588 | ﹤0.01% | 3857 |
|
|
2022
Q3 | $0 | Sell |
14
-113
| -89% | – | ﹤0.01% | 4188 |
|
|
2022
Q2 | $2K | Sell |
127
-1,111
| -90% | -$17.5K | ﹤0.01% | 3420 |
|
|
2022
Q1 | $22K | Buy |
1,238
+834
| +206% | +$14.8K | ﹤0.01% | 2031 |
|
|
2021
Q4 | $7K | Buy |
+404
| New | +$7K | ﹤0.01% | 2573 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$1K | – | 2252 |
|
|
2018
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1761 |
|
|
2018
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1609 |
|
|
2018
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 1547 |
|
|
2017
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1403 |
|
|
2017
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1423 |
|
|
2017
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1148 |
|
|
2017
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1114 |
|