Carson Wealth (CWM LLC)’s Merchants Bancorp MBIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Buy |
3,010
+1,652
| +122% | +$54.9K | ﹤0.01% | 2722 |
|
|
2025
Q1 | $50K | Buy |
1,358
+853
| +169% | +$31.4K | ﹤0.01% | 2996 |
|
|
2024
Q4 | $18K | Sell |
505
-779
| -61% | -$27.8K | ﹤0.01% | 3515 |
|
|
2024
Q3 | $58K | Buy |
1,284
+869
| +209% | +$39.3K | ﹤0.01% | 2577 |
|
|
2024
Q2 | $17K | Buy |
415
+388
| +1,437% | +$15.9K | ﹤0.01% | 3222 |
|
|
2024
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 4158 |
|
|
2023
Q2 | – | Sell |
-45
| Closed | -$1K | – | 4331 |
|
|
2023
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 3860 |
|
|
2022
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 3773 |
|
|
2022
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 3682 |
|
|
2022
Q2 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 3560 |
|