CWM
Campbell Wealth Management’s MainStreet Bancshares MNSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,908
| Closed | -$217K | – | 78 |
|
|
2022
Q4 | $217K | Sell |
7,908
-1,366
| -15% | -$37.5K | 0.03% | 67 |
|
|
2022
Q3 | $212K | Buy |
+9,274
| New | +$212K | 0.03% | 70 |
|
|
2022
Q2 | – | Sell |
-10,682
| Closed | -$260K | – | 66 |
|
|
2022
Q1 | $260K | Hold |
10,682
| – | – | 0.03% | 59 |
|
|
2021
Q4 | $263K | Hold |
10,682
| – | – | 0.03% | 60 |
|
|
2021
Q3 | $256K | Hold |
10,682
| – | – | 0.03% | 56 |
|
|
2021
Q2 | $241K | Sell |
10,682
-956
| -8% | -$21.6K | 0.03% | 58 |
|
|
2021
Q1 | $242K | Hold |
11,638
| – | – | 0.03% | 56 |
|
|
2020
Q4 | $197K | Hold |
11,638
| – | – | 0.03% | 65 |
|
|
2020
Q3 | $142K | Hold |
11,638
| – | – | 0.02% | 60 |
|
|
2020
Q2 | $154K | Hold |
11,638
| – | – | 0.03% | 70 |
|
|
2020
Q1 | $195K | Hold |
11,638
| – | – | 0.04% | 49 |
|
|
2019
Q4 | $268K | Hold |
11,638
| – | – | 0.05% | 54 |
|
|
2019
Q3 | $245K | Hold |
11,638
| – | – | 0.05% | 56 |
|
|
2019
Q2 | $265K | Buy |
+11,638
| New | +$265K | 0.06% | 50 |
|