Carson Wealth (CWM LLC)’s Metropolitan Bank Holding Corp MCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Sell |
1,772
-20
| -1% | -$1.4K | ﹤0.01% | 2538 |
|
|
2025
Q1 | $100K | Buy |
1,792
+18
| +1% | +$1K | ﹤0.01% | 2423 |
|
|
2024
Q4 | $104K | Sell |
1,774
-6
| -0.3% | -$352 | ﹤0.01% | 2261 |
|
|
2024
Q3 | $94K | Buy |
1,780
+996
| +127% | +$52.6K | ﹤0.01% | 2234 |
|
|
2024
Q2 | $33K | Buy |
784
+323
| +70% | +$13.6K | ﹤0.01% | 2768 |
|
|
2024
Q1 | $18K | Buy |
461
+96
| +26% | +$3.75K | ﹤0.01% | 2972 |
|
|
2023
Q4 | $20K | Hold |
365
| – | – | ﹤0.01% | 2777 |
|
|
2023
Q3 | $13K | Hold |
365
| – | – | ﹤0.01% | 2985 |
|
|
2023
Q2 | $13K | Buy |
365
+135
| +59% | +$4.81K | ﹤0.01% | 2920 |
|
|
2023
Q1 | $8K | Buy |
230
+141
| +158% | +$4.9K | ﹤0.01% | 3083 |
|
|
2022
Q4 | $5K | Buy |
+89
| New | +$5K | ﹤0.01% | 3190 |
|
|
2022
Q3 | – | Sell |
-66
| Closed | -$5K | – | 4060 |
|
|
2022
Q2 | $5K | Buy |
66
+64
| +3,200% | +$4.85K | ﹤0.01% | 2984 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3709 |
|