Carson Wealth (CWM LLC)’s MasterBrand MBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Sell |
2,167
-205
| -9% | -$2.27K | ﹤0.01% | 3800 |
|
|
2025
Q1 | $31K | Buy |
2,372
+532
| +29% | +$6.95K | ﹤0.01% | 3361 |
|
|
2024
Q4 | $27K | Buy |
1,840
+35
| +2% | +$514 | ﹤0.01% | 3240 |
|
|
2024
Q3 | $33K | Buy |
1,805
+329
| +22% | +$6.02K | ﹤0.01% | 3024 |
|
|
2024
Q2 | $22K | Buy |
1,476
+350
| +31% | +$5.22K | ﹤0.01% | 3049 |
|
|
2024
Q1 | $21K | Buy |
1,126
+6
| +0.5% | +$112 | ﹤0.01% | 2876 |
|
|
2023
Q4 | $17K | Sell |
1,120
-627
| -36% | -$9.52K | ﹤0.01% | 2872 |
|
|
2023
Q3 | $21K | Sell |
1,747
-23
| -1% | -$276 | ﹤0.01% | 2657 |
|
|
2023
Q2 | $21K | Buy |
1,770
+492
| +38% | +$5.84K | ﹤0.01% | 2601 |
|
|
2023
Q1 | $10K | Sell |
1,278
-623
| -33% | -$4.88K | ﹤0.01% | 2949 |
|
|
2022
Q4 | $14K | Buy |
+1,901
| New | +$14K | ﹤0.01% | 2606 |
|