Carson Wealth (CWM LLC)’s Independent Bank Corp IBCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
6,828
+340
| +5% | +$11K | ﹤0.01% | 2087 |
|
|
2025
Q1 | $200K | Buy |
6,488
+217
| +3% | +$6.69K | ﹤0.01% | 1918 |
|
|
2024
Q4 | $218K | Sell |
6,271
-16
| -0.3% | -$556 | ﹤0.01% | 1770 |
|
|
2024
Q3 | $210K | Buy |
6,287
+2,025
| +48% | +$67.6K | ﹤0.01% | 1729 |
|
|
2024
Q2 | $115K | Buy |
4,262
+4,029
| +1,729% | +$109K | ﹤0.01% | 1881 |
|
|
2024
Q1 | $6K | Buy |
233
+1
| +0.4% | +$26 | ﹤0.01% | 3575 |
|
|
2023
Q4 | $6K | Buy |
232
+170
| +274% | +$4.4K | ﹤0.01% | 3428 |
|
|
2023
Q3 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 3994 |
|
|
2023
Q2 | – | Sell |
-32
| Closed | -$1K | – | 4288 |
|
|
2023
Q1 | $1K | Sell |
32
-13
| -29% | -$406 | ﹤0.01% | 3838 |
|
|
2022
Q4 | $1K | Buy |
45
+13
| +41% | +$289 | ﹤0.01% | 3750 |
|
|
2022
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 3656 |
|
|
2022
Q2 | $1K | Sell |
32
-1,263
| -98% | -$39.5K | ﹤0.01% | 3543 |
|
|
2022
Q1 | $28K | Buy |
1,295
+1,108
| +593% | +$24K | ﹤0.01% | 1870 |
|
|
2021
Q4 | $4K | Buy |
+187
| New | +$4K | ﹤0.01% | 2830 |
|