Carson Wealth (CWM LLC)
AXU

Carson Wealth (CWM LLC)’s Alexco Resource Corp AXU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AXU Stock Details AXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,503
Closed -$1K – 4325
2022
Q2 		$1K Hold
3,503
– – ﹤0.01% 3733
2022
Q1 		$5K Hold
3,503
– – ﹤0.01% 2896
2021
Q4 		$6K Buy
+3,503
New +$6.34K ﹤0.01% 2683

Other funds holding AXU

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AXU Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Alexco Resource Corp (AXU) in Q3 2022, closing a stake of 3,503 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in AXU in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 2 funds tracked by Wall St. Rank hold AXU as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Alexco Resource Corp position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,503 Alexco Resource Corp shares in Q3 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Alexco Resource Corp in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Alexco Resource Corp position peaked at $6K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Alexco Resource Corp as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.