Carson Wealth (CWM LLC)’s Enterprise Bancorp EBTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Buy |
800
+54
| +7% | +$2.16K | ﹤0.01% | 3608 |
|
|
2025
Q1 | $29K | Buy |
746
+44
| +6% | +$1.71K | ﹤0.01% | 3405 |
|
|
2024
Q4 | $28K | Buy |
702
+32
| +5% | +$1.28K | ﹤0.01% | 3214 |
|
|
2024
Q3 | $21K | Buy |
670
+311
| +87% | +$9.75K | ﹤0.01% | 3312 |
|
|
2024
Q2 | $9K | Buy |
359
+325
| +956% | +$8.15K | ﹤0.01% | 3595 |
|
|
2024
Q1 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 4113 |
|