Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Capital Bancorp CBNK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CBNK Stock Details CBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$41K Buy
2025
Q2 		$35K Sell
2025
Q1 		$31K Buy
2024
Q4 		$25K Buy
2024
Q3 		$13K Buy
2024
Q2 		$5K Buy
2024
Q1 		$1K Buy
2023
Q4 		$1K Buy
2023
Q3 		$0 Buy