Carson Wealth (CWM LLC)
AERI

Carson Wealth (CWM LLC)’s Aerie Pharmaceuticals AERI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AERI Stock Details AERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8
Closed – – 4394
2022
Q3 		$0 Hold
8
– – ﹤0.01% 4308
2022
Q2 		$0 Hold
8
– – ﹤0.01% 4213
2022
Q1 		$0 Sell
8
-71
-90% -$547 ﹤0.01% 4008
2021
Q4 		$1K Buy
+79
New +$827 ﹤0.01% 3449
2021
Q2 		$3K Hold
170
– – ﹤0.01% 2594
2021
Q1 		$3K Hold
170
– – ﹤0.01% 2592
2020
Q4 		$3K Hold
170
– – ﹤0.01% 2591
2020
Q3 		$3K Hold
170
– – ﹤0.01% 2590
2020
Q2 		$3K Hold
170
– – ﹤0.01% 2588
2020
Q1 		$3K Hold
170
– – ﹤0.01% 2586
2019
Q4 		$3K Hold
170
– – ﹤0.01% 2585
2019
Q3 		$3K Hold
170
– – ﹤0.01% 2585
2019
Q2 		$3K Hold
170
– – ﹤0.01% 2585
2019
Q1 		$3K Buy
170
+143
+530% +$6.29K ﹤0.01% 2584
2018
Q4 		$1K Buy
+27
New +$1.27K ﹤0.01% 2036

Carson Wealth (CWM LLC)'s AERI Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Aerie Pharmaceuticals (AERI) in Q4 2022, closing a stake of 8 shares.

Carson Wealth (CWM LLC) first reported a position in AERI in Q4 2018 and held it in 15 quarters. The position peaked at $3K in Q2 2021. 0 funds tracked by Wall St. Rank hold AERI as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Aerie Pharmaceuticals position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8 Aerie Pharmaceuticals shares in Q4 2022.
  • Carson Wealth (CWM LLC) first reported a position in Aerie Pharmaceuticals in Q4 2018 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Aerie Pharmaceuticals position peaked at $3K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.