Carson Wealth (CWM LLC)’s Blue Ridge Bankshares BRBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-99
| Closed | – | – | 4836 |
|
|
2024
Q2 | $0 | Buy |
99
+1
| +1% | – | ﹤0.01% | 4600 |
|
|
2024
Q1 | $0 | Sell |
98
-45
| -31% | – | ﹤0.01% | 4329 |
|
|
2023
Q4 | $0 | Sell |
143
-1,172
| -89% | – | ﹤0.01% | 4142 |
|
|
2023
Q3 | $6K | Buy |
1,315
+654
| +99% | +$2.98K | ﹤0.01% | 3345 |
|
|
2023
Q2 | $6K | Sell |
661
-183
| -22% | -$1.66K | ﹤0.01% | 3322 |
|
|
2023
Q1 | $9K | Buy |
+844
| New | +$9K | ﹤0.01% | 2989 |
|
|
2022
Q2 | – | Sell |
-74
| Closed | -$1K | – | 3771 |
|
|
2022
Q1 | $1K | Hold |
74
| – | – | ﹤0.01% | 3283 |
|
|
2021
Q4 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 3235 |
|