Carson Wealth (CWM LLC)’s First Bank FRBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Buy |
1,784
+327
| +22% | +$5.13K | ﹤0.01% | 3686 |
|
|
2025
Q1 | $22K | Buy |
1,457
+347
| +31% | +$5.24K | ﹤0.01% | 3600 |
|
|
2024
Q4 | $16K | Buy |
1,110
+57
| +5% | +$822 | ﹤0.01% | 3579 |
|
|
2024
Q3 | $16K | Buy |
1,053
+533
| +103% | +$8.1K | ﹤0.01% | 3498 |
|
|
2024
Q2 | $7K | Buy |
520
+399
| +330% | +$5.37K | ﹤0.01% | 3706 |
|
|
2024
Q1 | $2K | Buy |
121
+100
| +476% | +$1.65K | ﹤0.01% | 3970 |
|
|
2023
Q4 | $0 | Hold |
21
| – | – | ﹤0.01% | 4256 |
|
|
2023
Q3 | $0 | Hold |
21
| – | – | ﹤0.01% | 4281 |
|
|
2023
Q2 | $0 | Buy |
+21
| New | – | ﹤0.01% | 4247 |
|