Carson Wealth (CWM LLC)
ACAH

Carson Wealth (CWM LLC)’s Atlantic Coastal Acquisition Corp. Class A Common Stock ACAH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACAH Stock Details ACAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,809
Closed -$51K – 4874
2023
Q4 		$51K Hold
4,809
– – ﹤0.01% 2177
2023
Q3 		$50K Hold
4,809
– – ﹤0.01% 2073
2023
Q2 		$50K Hold
4,809
– – ﹤0.01% 1995
2023
Q1 		$48K Buy
+4,809
New +$48.5K ﹤0.01% 1903

Carson Wealth (CWM LLC)'s ACAH Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Atlantic Coastal Acquisition Corp. Class A Common Stock (ACAH) in Q1 2024, closing a stake of 4,809 shares — an estimated $51K sold.

Carson Wealth (CWM LLC) first reported a position in ACAH in Q1 2023 and held it in 4 quarters. The position peaked at $51K in Q4 2023. 0 funds tracked by Wall St. Rank hold ACAH as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Atlantic Coastal Acquisition Corp. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,809 Atlantic Coastal Acquisition Corp. Class A Common Stock shares in Q1 2024, an estimated $51K.
  • Carson Wealth (CWM LLC) first reported a position in Atlantic Coastal Acquisition Corp. Class A Common Stock in Q1 2023 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Atlantic Coastal Acquisition Corp. Class A Common Stock position peaked at $51K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Atlantic Coastal Acquisition Corp. Class A Common Stock as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.