Carson Wealth (CWM LLC)’s Investar Holding Corp ISTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Buy |
2,559
+165
| +7% | +$3.16K | ﹤0.01% | 3294 |
|
|
2025
Q1 | $42K | Sell |
2,394
-769
| -24% | -$13.5K | ﹤0.01% | 3115 |
|
|
2024
Q4 | $69K | Buy |
3,163
+81
| +3% | +$1.77K | ﹤0.01% | 2543 |
|
|
2024
Q3 | $60K | Buy |
3,082
+312
| +11% | +$6.07K | ﹤0.01% | 2561 |
|
|
2024
Q2 | $43K | Hold |
2,770
| – | – | ﹤0.01% | 2582 |
|
|
2024
Q1 | $45K | Hold |
2,770
| – | – | ﹤0.01% | 2352 |
|
|
2023
Q4 | $41K | Sell |
2,770
-185
| -6% | -$2.74K | ﹤0.01% | 2304 |
|
|
2023
Q3 | $31K | Sell |
2,955
-993
| -25% | -$10.4K | ﹤0.01% | 2383 |
|
|
2023
Q2 | $48K | Buy |
3,948
+1,938
| +96% | +$23.6K | ﹤0.01% | 2021 |
|
|
2023
Q1 | $28K | Buy |
+2,010
| New | +$28K | ﹤0.01% | 2267 |
|