Carson Wealth (CWM LLC)’s First National Corp FXNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Hold |
9,000
| – | – | ﹤0.01% | 2288 |
|
|
2025
Q1 | $202K | Hold |
9,000
| – | – | ﹤0.01% | 1912 |
|
|
2024
Q4 | $207K | Sell |
9,000
-1,337
| -13% | -$30.8K | ﹤0.01% | 1800 |
|
|
2024
Q3 | $181K | Hold |
10,337
| – | – | ﹤0.01% | 1806 |
|
|
2024
Q2 | $157K | Hold |
10,337
| – | – | ﹤0.01% | 1716 |
|
|
2024
Q1 | $168K | Buy |
+10,337
| New | +$168K | ﹤0.01% | 1594 |
|