Carson Wealth (CWM LLC)’s West Bancorporation WTBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
649
+66
| +11% | +$1.32K | ﹤0.01% | 4178 |
|
|
2025
Q1 | $12K | Buy |
583
+115
| +25% | +$2.37K | ﹤0.01% | 4024 |
|
|
2024
Q4 | $10K | Buy |
468
+9
| +2% | +$192 | ﹤0.01% | 3896 |
|
|
2024
Q3 | $9K | Buy |
459
+369
| +410% | +$7.24K | ﹤0.01% | 3858 |
|
|
2024
Q2 | $2K | Buy |
90
+74
| +463% | +$1.64K | ﹤0.01% | 4275 |
|
|
2024
Q1 | $0 | Buy |
16
+4
| +33% | – | ﹤0.01% | 4793 |
|
|
2023
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 4549 |
|
|
2023
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 4551 |
|
|
2023
Q2 | – | Sell |
-39
| Closed | -$1K | – | 4469 |
|
|
2023
Q1 | $1K | Sell |
39
-77
| -66% | -$1.97K | ﹤0.01% | 3947 |
|
|
2022
Q4 | $3K | Buy |
+116
| New | +$3K | ﹤0.01% | 3466 |
|
|
2022
Q3 | – | Sell |
-42
| Closed | -$1K | – | 4194 |
|
|
2022
Q2 | $1K | Sell |
42
-32
| -43% | -$762 | ﹤0.01% | 3657 |
|
|
2022
Q1 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 3233 |
|