Carson Wealth (CWM LLC)’s Bar Harbor Bankshares BHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Sell |
882
-36
| -4% | -$1.06K | ﹤0.01% | 3726 |
|
|
2025
Q1 | $27K | Buy |
918
+95
| +12% | +$2.79K | ﹤0.01% | 3453 |
|
|
2024
Q4 | $25K | Sell |
823
-95
| -10% | -$2.89K | ﹤0.01% | 3273 |
|
|
2024
Q3 | $28K | Buy |
918
+427
| +87% | +$13K | ﹤0.01% | 3134 |
|
|
2024
Q2 | $13K | Buy |
491
+298
| +154% | +$7.89K | ﹤0.01% | 3369 |
|
|
2024
Q1 | $5K | Buy |
+193
| New | +$5K | ﹤0.01% | 3630 |
|