Creative Planning’s MetroCity Bankshares MCBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Buy |
+28,505
| New | +$815K | ﹤0.01% | 2027 |
|
|
2025
Q1 | – | Sell |
-16,146
| Closed | -$516K | – | 3592 |
|
|
2024
Q4 | $516K | Buy |
16,146
+5,333
| +49% | +$170K | ﹤0.01% | 2186 |
|
|
2024
Q3 | $331K | Buy |
+10,813
| New | +$331K | ﹤0.01% | 2445 |
|
|
2022
Q1 | – | Sell |
-8,020
| Closed | -$221K | – | 2324 |
|
|
2021
Q4 | $221K | Buy |
+8,020
| New | +$221K | ﹤0.01% | 1810 |
|