Carson Wealth (CWM LLC)’s National Bankshares NKSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Buy |
195
+24
| +14% | +$615 | ﹤0.01% | 4625 |
|
|
2025
Q1 | $5K | Buy |
171
+11
| +7% | +$322 | ﹤0.01% | 4461 |
|
|
2024
Q4 | $5K | Sell |
160
-6
| -4% | -$188 | ﹤0.01% | 4223 |
|
|
2024
Q3 | $5K | Buy |
166
+69
| +71% | +$2.08K | ﹤0.01% | 4116 |
|
|
2024
Q2 | $3K | Buy |
97
+53
| +120% | +$1.64K | ﹤0.01% | 4091 |
|
|
2024
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 4168 |
|
|
2023
Q4 | $1K | Buy |
44
+23
| +110% | +$523 | ﹤0.01% | 3983 |
|
|
2023
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 4022 |
|
|
2022
Q3 | – | Sell |
-640
| Closed | -$20K | – | 4077 |
|
|
2022
Q2 | $20K | Buy |
+640
| New | +$20K | ﹤0.01% | 2111 |
|