Carson Wealth (CWM LLC)’s Cvent Holding Corp. Common Stock CVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-69	Closed	-$1K	–	4577
2023 Q1	$1K	Hold	69	–	–	﹤0.01%	3996
2022 Q4	$0	Buy	+69	New	+$382	﹤0.01%	4363

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

Carson Wealth (CWM LLC) sold out of Cvent Holding Corp. Common Stock (CVT) in Q2 2023, closing a stake of 69 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CVT in Q4 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 0 funds tracked by Wall St. Rank hold CVT as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Cvent Holding Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 69 Cvent Holding Corp. Common Stock shares in Q2 2023, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Cvent Holding Corp. Common Stock in Q4 2022 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Cvent Holding Corp. Common Stock position peaked at $1K in Q1 2023.
0 funds tracked by Wall St. Rank held Cvent Holding Corp. Common Stock as of Q2 2023.

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