Carson Wealth (CWM LLC)’s Macatawa Bank Corp MCBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,043	Closed	-$103K	–	5278
2024 Q2	$103K	Buy	7,043 +88	+1%	+$1.17K	﹤0.01%	1960
2024 Q1	$68K	Buy	6,955 +279	+4%	+$2.85K	﹤0.01%	2109
2023 Q4	$75K	Sell	6,676 -2,432	-27%	-$23.8K	﹤0.01%	1933
2023 Q3	$82K	Sell	9,108 -189	-2%	-$1.77K	﹤0.01%	1755
2023 Q2	$86K	Buy	9,297 +1,409	+18%	+$13.1K	﹤0.01%	1648
2023 Q1	$81K	Buy	7,888 +299	+4%	+$3.18K	﹤0.01%	1602
2022 Q4	$84K	Buy	7,589 +345	+5%	+$3.66K	﹤0.01%	1462
2022 Q3	$67K	Buy	7,244 +748	+12%	+$7.03K	﹤0.01%	1527
2022 Q2	$57K	Sell	6,496 -546	-8%	-$4.88K	﹤0.01%	1572
2022 Q1	$63K	Buy	7,042 +6,102	+649%	+$56K	﹤0.01%	1510
2021 Q4	$8K	Buy	+940	New	+$8.03K	﹤0.01%	2511

Other funds holding MCBC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MCBC Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Macatawa Bank Corp (MCBC) in Q3 2024, closing a stake of 7,043 shares — an estimated $103K sold.

Carson Wealth (CWM LLC) first reported a position in MCBC in Q4 2021 and held it in 11 quarters. The position peaked at $103K in Q2 2024. 2 funds tracked by Wall St. Rank hold MCBC as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Macatawa Bank Corp position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 7,043 Macatawa Bank Corp shares in Q3 2024, an estimated $103K.
Carson Wealth (CWM LLC) first reported a position in Macatawa Bank Corp in Q4 2021 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s Macatawa Bank Corp position peaked at $103K in Q2 2024.
2 funds tracked by Wall St. Rank held Macatawa Bank Corp as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.