Carson Wealth (CWM LLC)
EGLE

Carson Wealth (CWM LLC)’s Eagle Bulk Shipping Inc. EGLE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EGLE Stock Details EGLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-92
Closed -$6K – 5097
2024
Q1 		$6K Buy
92
+5
+6% +$292 ﹤0.01% 3626
2023
Q4 		$5K Sell
87
-128
-60% -$5.78K ﹤0.01% 3569
2023
Q3 		$9K Buy
+215
New +$9.42K ﹤0.01% 3225
2022
Q3 		– Sell
-5
Closed – – 4349
2022
Q2 		$0 Buy
+5
New +$320 ﹤0.01% 4258

Other funds holding EGLE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EGLE Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Eagle Bulk Shipping Inc. (EGLE) in Q2 2024, closing a stake of 92 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in EGLE in Q2 2022 and held it in 4 quarters. The position peaked at $9K in Q3 2023. 2 funds tracked by Wall St. Rank hold EGLE as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Eagle Bulk Shipping Inc. position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 92 Eagle Bulk Shipping Inc. shares in Q2 2024, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Eagle Bulk Shipping Inc. in Q2 2022 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Eagle Bulk Shipping Inc. position peaked at $9K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Eagle Bulk Shipping Inc. as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.