Carson Wealth (CWM LLC)’s CIRCOR International, Inc CIR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-160	Closed	-$9K	–	4661
2023 Q3	$9K	Sell	160 -7	-4%	-$390	﹤0.01%	3224
2023 Q2	$9K	Hold	167	–	–	﹤0.01%	3175
2023 Q1	$5K	Hold	167	–	–	﹤0.01%	3343
2022 Q4	$4K	Buy	167 +6	+4%	+$134	﹤0.01%	3357
2022 Q3	$3K	Buy	161 +151	+1,510%	+$2.51K	﹤0.01%	3393
2022 Q2	$0	Buy	+10	New	+$200	﹤0.01%	4179
2022 Q1	–	Sell	-187	Closed	-$5K	–	3971
2021 Q4	$5K	Buy	+187	New	+$5.69K	﹤0.01%	2781

Other funds holding CIR

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of CIRCOR International, Inc (CIR) in Q4 2023, closing a stake of 160 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in CIR in Q4 2021 and held it in 7 quarters. The position peaked at $9K in Q3 2023. 1 fund tracked by Wall St. Rank holds CIR as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining CIRCOR International, Inc position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 160 CIRCOR International, Inc shares in Q4 2023, an estimated $9K.
Carson Wealth (CWM LLC) first reported a position in CIRCOR International, Inc in Q4 2021 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s CIRCOR International, Inc position peaked at $9K in Q3 2023.
1 fund tracked by Wall St. Rank held CIRCOR International, Inc as of Q4 2023.

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