Carson Wealth (CWM LLC)’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AQUA Stock Details AQUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-48	Closed	-$2K	–	4588
2023 Q1	$2K	Buy	+48	New	+$2.24K	﹤0.01%	3746
2022 Q2	–	Sell	-20	Closed	-$1K	–	4194
2022 Q1	$1K	Buy	20 +6	+43%	+$256	﹤0.01%	3465
2021 Q4	$1K	Buy	+14	New	+$609	﹤0.01%	3439

Other funds holding AQUA

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AQUA Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 48 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in AQUA in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2023. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 48 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Evoqua Water Technologies Corp. Common Stock in Q4 2021 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Evoqua Water Technologies Corp. Common Stock position peaked at $2K in Q1 2023.
1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.