Carson Wealth (CWM LLC)’s Byline Bancorp BY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98K | Buy |
3,650
+1,362
| +60% | +$36.6K | ﹤0.01% | 2738 |
|
|
2025
Q1 | $60K | Buy |
2,288
+302
| +15% | +$7.92K | ﹤0.01% | 2813 |
|
|
2024
Q4 | $58K | Buy |
1,986
+116
| +6% | +$3.39K | ﹤0.01% | 2685 |
|
|
2024
Q3 | $50K | Buy |
1,870
+547
| +41% | +$14.6K | ﹤0.01% | 2687 |
|
|
2024
Q2 | $31K | Buy |
1,323
+676
| +104% | +$15.8K | ﹤0.01% | 2801 |
|
|
2024
Q1 | $14K | Buy |
647
+573
| +774% | +$12.4K | ﹤0.01% | 3122 |
|
|
2023
Q4 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 3782 |
|
|
2022
Q2 | – | Sell |
-412
| Closed | -$11K | – | 3776 |
|
|
2022
Q1 | $11K | Buy |
+412
| New | +$11K | ﹤0.01% | 2398 |
|