Carson Wealth (CWM LLC)’s EVO Payments, Inc. Class A Common Stock EVOP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-56	Closed	-$2K	–	4469
2022 Q4	$2K	Buy	+56	New	+$1.88K	﹤0.01%	3665
2022 Q2	–	Sell	-23	Closed	-$1K	–	4199
2022 Q1	$1K	Buy	23 +16	+229%	+$380	﹤0.01%	3471
2021 Q4	$0	Buy	+7	New	+$160	﹤0.01%	3705

Other funds holding EVOP

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVOP Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of EVO Payments, Inc. Class A Common Stock (EVOP) in Q1 2023, closing a stake of 56 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in EVOP in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2022. 1 fund tracked by Wall St. Rank holds EVOP as of Q1 2023.

Carson Wealth (CWM LLC) reported no remaining EVO Payments, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 56 EVO Payments, Inc. Class A Common Stock shares in Q1 2023, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in EVO Payments, Inc. Class A Common Stock in Q4 2021 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s EVO Payments, Inc. Class A Common Stock position peaked at $2K in Q4 2022.
1 fund tracked by Wall St. Rank held EVO Payments, Inc. Class A Common Stock as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.