Carson Wealth (CWM LLC)
PFHD

Carson Wealth (CWM LLC)’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PFHD Stock Details PFHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16
Closed – – 4496
2022
Q4 		$0 Buy
+16
New +$444 ﹤0.01% 4375

Carson Wealth (CWM LLC)'s PFHD Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Professional Holding Corp. Class A Common stock (PFHD) in Q1 2023, closing a stake of 16 shares.

Carson Wealth (CWM LLC) first reported a position in PFHD in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 0 funds tracked by Wall St. Rank hold PFHD as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Professional Holding Corp. Class A Common stock position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 16 Professional Holding Corp. Class A Common stock shares in Q1 2023.
  • Carson Wealth (CWM LLC) first reported a position in Professional Holding Corp. Class A Common stock in Q4 2022 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Professional Holding Corp. Class A Common stock position peaked at $0 in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Professional Holding Corp. Class A Common stock as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.