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 |
|