Carson Wealth (CWM LLC)
CVV icon

Carson Wealth (CWM LLC)’s CVD Equipment Corp CVV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CVV Stock Details CVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$1K – 4946
2024
Q3 		$1K Buy
+200
New +$738 ﹤0.01% 4546

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Goldman Sachs
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Citadel Advisors
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State Street
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Carson Wealth (CWM LLC)'s CVV Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of CVD Equipment Corp (CVV) in Q4 2024, closing a stake of 200 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CVV in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 23 funds tracked by Wall St. Rank hold CVV as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining CVD Equipment Corp position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 200 CVD Equipment Corp shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in CVD Equipment Corp in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s CVD Equipment Corp position peaked at $1K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.