Carson Wealth (CWM LLC)’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
501
+486
| +3,240% | +$589K | ﹤0.01% | 1505 |
|
|
2025
Q1 | $19K | Hold |
15
| – | – | ﹤0.01% | 3693 |
|
|
2024
Q4 | $18K | Hold |
15
| – | – | ﹤0.01% | 3494 |
|
|
2024
Q3 | $19K | Hold |
15
| – | – | ﹤0.01% | 3376 |
|
|
2024
Q2 | $18K | Hold |
15
| – | – | ﹤0.01% | 3162 |
|
|
2024
Q1 | $18K | Sell |
15
-5
| -25% | -$6K | ﹤0.01% | 2958 |
|
|
2023
Q4 | $24K | Sell |
20
-50
| -71% | -$60K | ﹤0.01% | 2641 |
|
|
2023
Q3 | $78K | Sell |
70
-35
| -33% | -$39K | ﹤0.01% | 1780 |
|
|
2023
Q2 | $123K | Sell |
105
-49
| -32% | -$57.4K | ﹤0.01% | 1457 |
|
|
2023
Q1 | $180K | Buy |
154
+140
| +1,000% | +$164K | ﹤0.01% | 1231 |
|
|
2022
Q4 | $16K | Hold |
14
| – | – | ﹤0.01% | 2498 |
|
|
2022
Q3 | $16K | Buy |
14
+4
| +40% | +$4.57K | ﹤0.01% | 2359 |
|
|
2022
Q2 | $12K | Buy |
+10
| New | +$12K | ﹤0.01% | 2447 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$14K | – | 3500 |
|
|
2021
Q4 | $14K | Buy |
+10
| New | +$14K | ﹤0.01% | 2152 |
|
|
2018
Q4 | – | Sell |
-20
| Closed | -$26K | – | 2086 |
|
|
2018
Q3 | $26K | Hold |
20
| – | – | ﹤0.01% | 891 |
|
|
2018
Q2 | $25K | Hold |
20
| – | – | ﹤0.01% | 786 |
|
|
2018
Q1 | $26K | Hold |
20
| – | – | ﹤0.01% | 660 |
|
|
2017
Q4 | $26K | Hold |
20
| – | – | ﹤0.01% | 649 |
|
|
2017
Q3 | $26K | Hold |
20
| – | – | ﹤0.01% | 653 |
|
|
2017
Q2 | $25K | Hold |
20
| – | – | ﹤0.01% | 595 |
|
|
2017
Q1 | $24K | Hold |
20
| – | – | ﹤0.01% | 567 |
|
|
2016
Q4 | $23K | Buy |
+20
| New | +$23K | ﹤0.01% | 554 |
|