Carson Wealth (CWM LLC)’s MidWestOne Financial Group MOFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91K | Buy |
3,175
+2,238
| +239% | +$64.1K | ﹤0.01% | 2807 |
|
|
2025
Q1 | $28K | Buy |
937
+11
| +1% | +$329 | ﹤0.01% | 3444 |
|
|
2024
Q4 | $27K | Sell |
926
-34
| -4% | -$991 | ﹤0.01% | 3242 |
|
|
2024
Q3 | $27K | Buy |
960
+687
| +252% | +$19.3K | ﹤0.01% | 3178 |
|
|
2024
Q2 | $6K | Buy |
273
+267
| +4,450% | +$5.87K | ﹤0.01% | 3789 |
|
|
2024
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4569 |
|
|
2023
Q2 | – | Sell |
-55
| Closed | -$1K | – | 4343 |
|
|
2023
Q1 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 3864 |
|