Carson Wealth (CWM LLC)’s First Internet Bancorp INBK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$31K Sell
1,166
-54
-4% -$1.44K ﹤0.01% 3628
2025
Q1
$33K Sell
1,220
-372
-23% -$10.1K ﹤0.01% 3312
2024
Q4
$57K Sell
1,592
-6
-0.4% -$215 ﹤0.01% 2701
2024
Q3
$55K Buy
1,598
+1,401
+711% +$48.2K ﹤0.01% 2617
2024
Q2
$5K Hold
197
﹤0.01% 3871
2024
Q1
$7K Hold
197
﹤0.01% 3509
2023
Q4
$5K Sell
197
-9
-4% -$228 ﹤0.01% 3510
2023
Q3
$3K Sell
206
-17
-8% -$248 ﹤0.01% 3672
2023
Q2
$3K Buy
223
+47
+27% +$632 ﹤0.01% 3641
2023
Q1
$3K Sell
176
-73
-29% -$1.24K ﹤0.01% 3519
2022
Q4
$6K Buy
+249
New +$6K ﹤0.01% 3079