Carson Wealth (CWM LLC)’s The Community Financial Corporation Common Stock TCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27,292
| Closed | -$739K | – | 4675 |
|
|
2023
Q2 | $739K | Sell |
27,292
-2,450
| -8% | -$69.7K | ﹤0.01% | 818 |
|
|
2023
Q1 | $985K | Hold |
29,742
| – | – | 0.01% | 673 |
|
|
2022
Q4 | $1.19M | Hold |
29,742
| – | – | 0.01% | 565 |
|
|
2022
Q3 | $1.02M | Hold |
29,742
| – | – | 0.01% | 555 |
|
|
2022
Q2 | $1.1M | Sell |
29,742
-296
| -1% | -$11.2K | 0.01% | 544 |
|
|
2022
Q1 | $1.22M | Sell |
30,038
-2,658
| -8% | -$106K | 0.01% | 516 |
|
|
2021
Q4 | $1.28M | Buy |
+32,696
| New | +$1.25M | 0.01% | 525 |
|
|
2021
Q2 | $1.16M | Hold |
33,680
| – | – | 0.01% | 546 |
|
|
2021
Q1 | $1.16M | Hold |
33,680
| – | – | 0.01% | 546 |
|
|
2020
Q4 | $1.16M | Hold |
33,680
| – | – | 0.01% | 546 |
|
|
2020
Q3 | $1.16M | Hold |
33,680
| – | – | 0.01% | 546 |
|
|
2020
Q2 | $1.16M | Hold |
33,680
| – | – | 0.01% | 546 |
|
|
2020
Q1 | $1.16M | Hold |
33,680
| – | – | 0.01% | 546 |
|
|
2019
Q4 | $1.16M | Hold |
33,680
| – | – | 0.01% | 546 |
|
|
2019
Q3 | $1.16M | Hold |
33,680
| – | – | 0.01% | 546 |
|
|
2019
Q2 | $1.16M | Hold |
33,680
| – | – | 0.01% | 546 |
|
|
2019
Q1 | $1.16M | Buy |
+33,680
| New | +$999K | 0.01% | 546 |
|
Carson Wealth (CWM LLC)'s TCFC Position: Q3 2023 in Review
Carson Wealth (CWM LLC) sold out of The Community Financial Corporation Common Stock (TCFC) in Q3 2023, closing a stake of 27,292 shares — an estimated $739K sold.
Carson Wealth (CWM LLC) first reported a position in TCFC in Q1 2019 and held it in 17 quarters. The position peaked at $1.28M in Q4 2021. 0 funds tracked by Wall St. Rank hold TCFC as of Q3 2023.
- Carson Wealth (CWM LLC) reported no remaining The Community Financial Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 27,292 The Community Financial Corporation Common Stock shares in Q3 2023, an estimated $739K.
- Carson Wealth (CWM LLC) first reported a position in The Community Financial Corporation Common Stock in Q1 2019 and held it in 17 quarters.
- Carson Wealth (CWM LLC)'s The Community Financial Corporation Common Stock position peaked at $1.28M in Q4 2021.
- 0 funds tracked by Wall St. Rank held The Community Financial Corporation Common Stock as of Q3 2023.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.