Carson Wealth (CWM LLC)’s Chase Corporation CCF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CCF Stock Details CCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10	Closed	-$1K	–	4648
2023 Q3	$1K	Buy	10 +2	+25%	+$251	﹤0.01%	4135
2023 Q2	$1K	Hold	8	–	–	﹤0.01%	4132
2023 Q1	$1K	Sell	8 -16	-67%	-$1.53K	﹤0.01%	3988
2022 Q4	$2K	Buy	+24	New	+$2.16K	﹤0.01%	3658
2022 Q1	–	Sell	-20	Closed	-$2K	–	3969
2021 Q4	$2K	Buy	+20	New	+$2.05K	﹤0.01%	3219

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

Carson Wealth (CWM LLC) sold out of Chase Corporation (CCF) in Q4 2023, closing a stake of 10 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CCF in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q4 2022. 0 funds tracked by Wall St. Rank hold CCF as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining Chase Corporation position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 10 Chase Corporation shares in Q4 2023, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Chase Corporation in Q4 2021 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Chase Corporation position peaked at $2K in Q4 2022.
0 funds tracked by Wall St. Rank held Chase Corporation as of Q4 2023.

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