Carson Wealth (CWM LLC)’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LBC Stock Details LBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-597	Closed	-$6K	–	4871
2023 Q4	$6K	Buy	+597	New	+$5.39K	﹤0.01%	3472
2023 Q2	–	Sell	-192	Closed	-$2K	–	4545
2023 Q1	$2K	Buy	+192	New	+$2.13K	﹤0.01%	3739
2022 Q3	–	Sell	-619	Closed	-$8K	–	4261
2022 Q2	$8K	Hold	619	–	–	﹤0.01%	2761
2022 Q1	$8K	Buy	+619	New	+$8.29K	﹤0.01%	2657

Carson Wealth (CWM LLC)'s LBC Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Luther Burbank Corporation Common Stock (LBC) in Q1 2024, closing a stake of 597 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in LBC in Q1 2022 and held it in 4 quarters. The position peaked at $8K in Q2 2022. 0 funds tracked by Wall St. Rank hold LBC as of Q1 2024.

Carson Wealth (CWM LLC) reported no remaining Luther Burbank Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 597 Luther Burbank Corporation Common Stock shares in Q1 2024, an estimated $6K.
Carson Wealth (CWM LLC) first reported a position in Luther Burbank Corporation Common Stock in Q1 2022 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Luther Burbank Corporation Common Stock position peaked at $8K in Q2 2022.
0 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.