Carson Wealth (CWM LLC)’s Towne Bank TOWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75K | Buy |
2,205
+598
| +37% | +$20.3K | ﹤0.01% | 2955 |
|
|
2025
Q1 | $55K | Buy |
1,607
+137
| +9% | +$4.69K | ﹤0.01% | 2901 |
|
|
2024
Q4 | $50K | Buy |
1,470
+303
| +26% | +$10.3K | ﹤0.01% | 2802 |
|
|
2024
Q3 | $39K | Buy |
1,167
+521
| +81% | +$17.4K | ﹤0.01% | 2887 |
|
|
2024
Q2 | $18K | Buy |
646
+619
| +2,293% | +$17.2K | ﹤0.01% | 3196 |
|
|
2024
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 4220 |
|
|
2023
Q4 | $1K | Sell |
27
-9
| -25% | -$333 | ﹤0.01% | 4047 |
|
|
2023
Q3 | $1K | Buy |
36
+8
| +29% | +$222 | ﹤0.01% | 4083 |
|
|
2023
Q2 | $1K | Sell |
28
-443
| -94% | -$15.8K | ﹤0.01% | 4071 |
|
|
2023
Q1 | $13K | Sell |
471
-578
| -55% | -$16K | ﹤0.01% | 2816 |
|
|
2022
Q4 | $32K | Buy |
1,049
+777
| +286% | +$23.7K | ﹤0.01% | 2045 |
|
|
2022
Q3 | $7K | Buy |
272
+50
| +23% | +$1.29K | ﹤0.01% | 2922 |
|
|
2022
Q2 | $6K | Sell |
222
-319
| -59% | -$8.62K | ﹤0.01% | 2925 |
|
|
2022
Q1 | $16K | Buy |
541
+529
| +4,408% | +$15.6K | ﹤0.01% | 2227 |
|
|
2021
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 3626 |
|