Carson Wealth (CWM LLC)
BOUT icon

Carson Wealth (CWM LLC)’s CapForce IBD Breakout Opportunities ETF BOUT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOUT Stock Details BOUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-130
Closed -$4K – 4193
2023
Q2 		$4K Hold
130
– – ﹤0.01% 3498
2023
Q1 		$4K Buy
+130
New +$3.97K ﹤0.01% 3360

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

Carson Wealth (CWM LLC) sold out of CapForce IBD Breakout Opportunities ETF (BOUT) in Q3 2023, closing a stake of 130 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in BOUT in Q1 2023 and held it in 2 quarters. The position peaked at $4K in Q2 2023. 9 funds tracked by Wall St. Rank hold BOUT as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining CapForce IBD Breakout Opportunities ETF position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 130 CapForce IBD Breakout Opportunities ETF shares in Q3 2023, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in CapForce IBD Breakout Opportunities ETF in Q1 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s CapForce IBD Breakout Opportunities ETF position peaked at $4K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held CapForce IBD Breakout Opportunities ETF as of Q3 2023.

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