Carson Wealth (CWM LLC)’s Provident Bancorp PVBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
530
+138
| +35% | +$1.82K | ﹤0.01% | 4478 |
|
|
2025
Q1 | $5K | Buy |
392
+200
| +104% | +$2.55K | ﹤0.01% | 4470 |
|
|
2024
Q4 | $2K | Buy |
192
+112
| +140% | +$1.17K | ﹤0.01% | 4594 |
|
|
2024
Q3 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 4674 |
|
|
2024
Q1 | – | Sell |
-76
| Closed | -$1K | – | 4663 |
|
|
2023
Q4 | $1K | Hold |
76
| – | – | ﹤0.01% | 4016 |
|
|
2023
Q3 | $1K | Hold |
76
| – | – | ﹤0.01% | 4046 |
|
|
2023
Q2 | $1K | Sell |
76
-20
| -21% | -$263 | ﹤0.01% | 4027 |
|
|
2023
Q1 | $1K | Hold |
96
| – | – | ﹤0.01% | 3889 |
|
|
2022
Q4 | $1K | Buy |
+96
| New | +$1K | ﹤0.01% | 3804 |
|