Carson Wealth (CWM LLC)’s Capital Bancorp CBNK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Sell |
1,054
-30
| -3% | -$996 | ﹤0.01% | 3525 |
|
|
2025
Q1 | $31K | Buy |
1,084
+193
| +22% | +$5.52K | ﹤0.01% | 3352 |
|
|
2024
Q4 | $25K | Buy |
891
+392
| +79% | +$11K | ﹤0.01% | 3274 |
|
|
2024
Q3 | $13K | Buy |
499
+242
| +94% | +$6.31K | ﹤0.01% | 3611 |
|
|
2024
Q2 | $5K | Buy |
257
+195
| +315% | +$3.79K | ﹤0.01% | 3842 |
|
|
2024
Q1 | $1K | Buy |
62
+37
| +148% | +$597 | ﹤0.01% | 4089 |
|
|
2023
Q4 | $1K | Buy |
25
+3
| +14% | +$120 | ﹤0.01% | 3904 |
|
|
2023
Q3 | $0 | Buy |
+22
| New | – | ﹤0.01% | 4194 |
|