Carson Wealth (CWM LLC)’s Codorus Valley Bancorp Inc CVLY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CVLY Stock Details CVLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-80	Closed	-$2K	–	5292
2024 Q2	$2K	Buy	80 +79	+7,900%	+$1.75K	﹤0.01%	4287
2024 Q1	$0	Buy	+1	New	+$23	﹤0.01%	4847

Carson Wealth (CWM LLC)'s CVLY Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Codorus Valley Bancorp Inc (CVLY) in Q3 2024, closing a stake of 80 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in CVLY in Q1 2024 and held it in 2 quarters. The position peaked at $2K in Q2 2024. 0 funds tracked by Wall St. Rank hold CVLY as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Codorus Valley Bancorp Inc position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 80 Codorus Valley Bancorp Inc shares in Q3 2024, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Codorus Valley Bancorp Inc in Q1 2024 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Codorus Valley Bancorp Inc position peaked at $2K in Q2 2024.
0 funds tracked by Wall St. Rank held Codorus Valley Bancorp Inc as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.