Carson Wealth (CWM LLC)’s Cardiovascular Systems, Inc. CSII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-179	Closed	-$4K	–	4597
2023 Q1	$4K	Sell	179 -989	-85%	-$17.1K	﹤0.01%	3457
2022 Q4	$16K	Hold	1,168	–	–	﹤0.01%	2538
2022 Q3	$16K	Buy	+1,168	New	+$17.3K	﹤0.01%	2404
2022 Q2	–	Sell	-585	Closed	-$13K	–	4195
2022 Q1	$13K	Buy	+585	New	+$11.4K	﹤0.01%	2350

Other funds holding CSII

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CSII Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Cardiovascular Systems, Inc. (CSII) in Q2 2023, closing a stake of 179 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in CSII in Q1 2022 and held it in 4 quarters. The position peaked at $16K in Q4 2022. 2 funds tracked by Wall St. Rank hold CSII as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Cardiovascular Systems, Inc. position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 179 Cardiovascular Systems, Inc. shares in Q2 2023, an estimated $4K.
Carson Wealth (CWM LLC) first reported a position in Cardiovascular Systems, Inc. in Q1 2022 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Cardiovascular Systems, Inc. position peaked at $16K in Q4 2022.
2 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.