Carson Wealth (CWM LLC)
BGSF icon

Carson Wealth (CWM LLC)’s BGSF Inc BGSF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BGSF Stock Details BGSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-551
Closed -$5K – 4184
2023
Q2 		$5K Buy
+551
New +$5.29K ﹤0.01% 3415

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Carson Wealth (CWM LLC)'s BGSF Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of BGSF Inc (BGSF) in Q3 2023, closing a stake of 551 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in BGSF in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 49 funds tracked by Wall St. Rank hold BGSF as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining BGSF Inc position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 551 BGSF Inc shares in Q3 2023, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in BGSF Inc in Q2 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s BGSF Inc position peaked at $5K in Q2 2023.
  • 49 funds tracked by Wall St. Rank held BGSF Inc as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.