Carson Wealth (CWM LLC)’s MVB Financial MVBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
1,208
+521
| +76% | +$11.6K | ﹤0.01% | 3712 |
|
|
2025
Q1 | $12K | Buy |
687
+152
| +28% | +$2.66K | ﹤0.01% | 4007 |
|
|
2024
Q4 | $11K | Sell |
535
-16
| -3% | -$329 | ﹤0.01% | 3813 |
|
|
2024
Q3 | $11K | Buy |
551
+145
| +36% | +$2.9K | ﹤0.01% | 3742 |
|
|
2024
Q2 | $8K | Buy |
406
+220
| +118% | +$4.34K | ﹤0.01% | 3672 |
|
|
2024
Q1 | $4K | Buy |
186
+1
| +0.5% | +$22 | ﹤0.01% | 3767 |
|
|
2023
Q4 | $4K | Hold |
185
| – | – | ﹤0.01% | 3609 |
|
|
2023
Q3 | $4K | Hold |
185
| – | – | ﹤0.01% | 3574 |
|
|
2023
Q2 | $4K | Sell |
185
-453
| -71% | -$9.8K | ﹤0.01% | 3538 |
|
|
2023
Q1 | $13K | Buy |
638
+587
| +1,151% | +$12K | ﹤0.01% | 2797 |
|
|
2022
Q4 | $1K | Buy |
51
+1
| +2% | +$20 | ﹤0.01% | 3781 |
|
|
2022
Q3 | $1K | Sell |
50
-212
| -81% | -$4.24K | ﹤0.01% | 3693 |
|
|
2022
Q2 | $8K | Buy |
+262
| New | +$8K | ﹤0.01% | 2710 |
|