Carson Wealth (CWM LLC)’s FVCBankcorp FVCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Buy |
365
+207
| +131% | +$2.27K | ﹤0.01% | 4675 |
|
|
2025
Q1 | $2K | Sell |
158
-13
| -8% | -$165 | ﹤0.01% | 4745 |
|
|
2024
Q4 | $2K | Buy |
171
+16
| +10% | +$187 | ﹤0.01% | 4536 |
|
|
2024
Q3 | $2K | Buy |
155
+15
| +11% | +$194 | ﹤0.01% | 4389 |
|
|
2024
Q2 | $2K | Buy |
140
+13
| +10% | +$186 | ﹤0.01% | 4204 |
|
|
2024
Q1 | $2K | Buy |
127
+2
| +2% | +$31 | ﹤0.01% | 3972 |
|
|
2023
Q4 | $2K | Hold |
125
| – | – | ﹤0.01% | 3799 |
|
|
2023
Q3 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 3794 |
|
|
2023
Q2 | – | Sell |
-1,832
| Closed | -$20K | – | 4258 |
|
|
2023
Q1 | $20K | Buy |
+1,832
| New | +$20K | ﹤0.01% | 2504 |
|