Carson Wealth (CWM LLC)’s MetroCity Bankshares MCBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
534
+281
| +111% | +$7.89K | ﹤0.01% | 4081 |
|
|
2025
Q1 | $7K | Sell |
253
-54
| -18% | -$1.49K | ﹤0.01% | 4291 |
|
|
2024
Q4 | $10K | Buy |
307
+166
| +118% | +$5.41K | ﹤0.01% | 3875 |
|
|
2024
Q3 | $4K | Buy |
141
+55
| +64% | +$1.56K | ﹤0.01% | 4191 |
|
|
2024
Q2 | $2K | Buy |
86
+75
| +682% | +$1.74K | ﹤0.01% | 4229 |
|
|
2024
Q1 | $0 | Sell |
11
-19
| -63% | – | ﹤0.01% | 4553 |
|
|
2023
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 3973 |
|
|
2023
Q1 | – | Sell |
-45
| Closed | -$1K | – | 4213 |
|
|
2022
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 3776 |
|