Carson Wealth (CWM LLC)’s Avid Technology Inc AVID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-136
Closed -$4K 4654
2023
Q3
$4K Buy
136
+5
+4% +$132 ﹤0.01% 3621
2023
Q2
$3K Buy
131
+121
+1,210% +$3.13K ﹤0.01% 3732
2023
Q1
$0 Hold
10
﹤0.01% 4434
2022
Q4
$0 Buy
+10
New +$263 ﹤0.01% 4339
2022
Q3
Sell
-74
Closed -$2K 4274
2022
Q2
$2K Buy
+74
New +$2.16K ﹤0.01% 3456

Carson Wealth (CWM LLC)'s AVID Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Avid Technology Inc (AVID) in Q4 2023, closing a stake of 136 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in AVID in Q2 2022 and held it in 5 quarters. The position peaked at $4K in Q3 2023. 0 funds tracked by Wall St. Rank hold AVID as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Avid Technology Inc position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 136 Avid Technology Inc shares in Q4 2023, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Avid Technology Inc in Q2 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Avid Technology Inc position peaked at $4K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Avid Technology Inc as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.