Carson Wealth (CWM LLC)’s Lakeland Bancorp Inc LBAI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,542
Closed -$212K 5058
2024
Q1
$212K Buy
17,542
+17,292
+6,917% +$209K ﹤0.01% 1498
2023
Q4
$4K Sell
250
-19
-7% -$304 ﹤0.01% 3651
2023
Q3
$3K Buy
269
+190
+241% +$2.12K ﹤0.01% 3735
2023
Q2
$1K Sell
79
-382
-83% -$4.84K ﹤0.01% 4111
2023
Q1
$7K Sell
461
-54
-10% -$820 ﹤0.01% 3177
2022
Q4
$9K Buy
515
+86
+20% +$1.5K ﹤0.01% 2892
2022
Q3
$7K Buy
429
+54
+14% +$881 ﹤0.01% 2929
2022
Q2
$5K Sell
375
-528
-58% -$7.04K ﹤0.01% 3026
2022
Q1
$15K Buy
903
+26
+3% +$432 ﹤0.01% 2268
2021
Q4
$17K Buy
+877
New +$17K ﹤0.01% 2089
2021
Q2
$3K Hold
174
﹤0.01% 2563
2021
Q1
$3K Hold
174
﹤0.01% 2563
2020
Q4
$3K Hold
174
﹤0.01% 2563
2020
Q3
$3K Hold
174
﹤0.01% 2563
2020
Q2
$3K Hold
174
﹤0.01% 2563
2020
Q1
$3K Hold
174
﹤0.01% 2563
2019
Q4
$3K Hold
174
﹤0.01% 2563
2019
Q3
$3K Hold
174
﹤0.01% 2563
2019
Q2
$3K Hold
174
﹤0.01% 2563
2019
Q1
$3K Buy
+174
New +$3K ﹤0.01% 2563