CWM
Cahaba Wealth Management’s MetroCity Bankshares MCBS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $857K | Hold |
30,000
| – | – | 0.07% | 61 |
|
2025
Q1 | $827K | Hold |
30,000
| – | – | 0.07% | 60 |
|
2024
Q4 | $959K | Hold |
30,000
| – | – | 0.08% | 54 |
|
2024
Q3 | $919K | Hold |
30,000
| – | – | 0.08% | 56 |
|
2024
Q2 | $792K | Sell |
30,000
-10,000
| -25% | -$264K | 0.07% | 61 |
|
2024
Q1 | $998K | Buy |
+40,000
| New | +$998K | 0.09% | 50 |
|