Carson Wealth (CWM LLC)’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Buy |
374
+22
| +6% | +$294 | ﹤0.01% | 4630 |
|
|
2025
Q1 | $4K | Buy |
352
+39
| +12% | +$443 | ﹤0.01% | 4556 |
|
|
2024
Q4 | $4K | Buy |
313
+116
| +59% | +$1.48K | ﹤0.01% | 4345 |
|
|
2024
Q3 | $2K | Buy |
197
+66
| +50% | +$670 | ﹤0.01% | 4441 |
|
|
2024
Q2 | $1K | Buy |
131
+128
| +4,267% | +$977 | ﹤0.01% | 4446 |
|
|
2024
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4628 |
|