Carson Wealth (CWM LLC)’s Atlas Corp. ATCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-704
| Closed | -$11K | – | 4467 |
|
|
2022
Q4 | $11K | Hold |
704
| – | – | ﹤0.01% | 2776 |
|
|
2022
Q3 | $10K | Hold |
704
| – | – | ﹤0.01% | 2717 |
|
|
2022
Q2 | $8K | Hold |
704
| – | – | ﹤0.01% | 2763 |
|
|
2022
Q1 | $10K | Hold |
704
| – | – | ﹤0.01% | 2506 |
|
|
2021
Q4 | $10K | Buy |
+704
| New | +$9.95K | ﹤0.01% | 2379 |
|
|
2021
Q2 | $10K | Hold |
704
| – | – | ﹤0.01% | 2130 |
|
|
2021
Q1 | $10K | Hold |
704
| – | – | ﹤0.01% | 2128 |
|
|
2020
Q4 | $10K | Hold |
704
| – | – | ﹤0.01% | 2128 |
|
|
2020
Q3 | $10K | Hold |
704
| – | – | ﹤0.01% | 2127 |
|
|
2020
Q2 | $10K | Hold |
704
| – | – | ﹤0.01% | 2126 |
|
|
2020
Q1 | $10K | Hold |
704
| – | – | ﹤0.01% | 2126 |
|
|
2019
Q4 | $10K | Hold |
704
| – | – | ﹤0.01% | 2126 |
|
|
2019
Q3 | $10K | Hold |
704
| – | – | ﹤0.01% | 2126 |
|
|
2019
Q2 | $10K | Hold |
704
| – | – | ﹤0.01% | 2126 |
|
|
2019
Q1 | $10K | Buy |
704
+443
| +170% | +$3.86K | ﹤0.01% | 2126 |
|
|
2018
Q4 | $2K | Buy |
261
+3
| +1% | +$26 | ﹤0.01% | 1812 |
|
|
2018
Q3 | $2K | Buy |
258
+4
| +2% | +$36 | ﹤0.01% | 1586 |
|
|
2018
Q2 | $3K | Buy |
254
+4
| +2% | +$33 | ﹤0.01% | 1325 |
|
|
2018
Q1 | $2K | Buy |
250
+4
| +2% | +$27 | ﹤0.01% | 1220 |
|
|
2017
Q4 | $2K | Buy |
246
+5
| +2% | +$33 | ﹤0.01% | 1307 |
|
|
2017
Q3 | $2K | Buy |
241
+4
| +2% | +$28 | ﹤0.01% | 1324 |
|
|
2017
Q2 | $2K | Hold |
237
| – | – | ﹤0.01% | 1043 |
|
|
2017
Q1 | $2K | Buy |
237
+8
| +3% | +$66 | ﹤0.01% | 1013 |
|
|
2016
Q4 | $2K | Buy |
229
+7
| +3% | +$74 | ﹤0.01% | 1012 |
|
|
2016
Q3 | $3K | Buy |
222
+6
| +3% | +$87 | ﹤0.01% | 894 |
|
|
2016
Q2 | $3K | Buy |
216
+4
| +2% | +$64 | ﹤0.01% | 691 |
|
|
2016
Q1 | $4K | Buy |
212
+5
| +2% | +$84 | ﹤0.01% | 633 |
|
|
2015
Q4 | $3K | Buy |
207
+5
| +2% | +$78 | ﹤0.01% | 580 |
|
|
2015
Q3 | $3K | Buy |
+202
| New | +$3.53K | ﹤0.01% | 560 |
|
Carson Wealth (CWM LLC)'s ATCO Position: Q1 2023 in Review
Carson Wealth (CWM LLC) sold out of Atlas Corp. (ATCO) in Q1 2023, closing a stake of 704 shares — an estimated $11K sold.
Carson Wealth (CWM LLC) first reported a position in ATCO in Q3 2015 and held it in 29 quarters. The position peaked at $11K in Q4 2022. 0 funds tracked by Wall St. Rank hold ATCO as of Q1 2023.
- Carson Wealth (CWM LLC) reported no remaining Atlas Corp. position as of Q1 2023 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 704 Atlas Corp. shares in Q1 2023, an estimated $11K.
- Carson Wealth (CWM LLC) first reported a position in Atlas Corp. in Q3 2015 and held it in 29 quarters.
- Carson Wealth (CWM LLC)'s Atlas Corp. position peaked at $11K in Q4 2022.
- 0 funds tracked by Wall St. Rank held Atlas Corp. as of Q1 2023.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.