Carson Wealth (CWM LLC)’s Carter Bankshares CARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Buy |
2,171
+848
| +64% | +$14.8K | ﹤0.01% | 3469 |
|
|
2025
Q1 | $21K | Buy |
1,323
+1,001
| +311% | +$15.9K | ﹤0.01% | 3617 |
|
|
2024
Q4 | $6K | Buy |
322
+29
| +10% | +$540 | ﹤0.01% | 4098 |
|
|
2024
Q3 | $5K | Buy |
293
+66
| +29% | +$1.13K | ﹤0.01% | 4068 |
|
|
2024
Q2 | $3K | Buy |
227
+177
| +354% | +$2.34K | ﹤0.01% | 4045 |
|
|
2024
Q1 | $1K | Sell |
50
-1,673
| -97% | -$33.5K | ﹤0.01% | 4087 |
|
|
2023
Q4 | $26K | Buy |
+1,723
| New | +$26K | ﹤0.01% | 2587 |
|