Carson Wealth (CWM LLC)
EVTL icon

Carson Wealth (CWM LLC)’s Vertical Aerospace EVTL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVTL Stock Details EVTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$1K – 4236
2023
Q3 		$1K Buy
+100
New +$1.54K ﹤0.01% 3973

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Carson Wealth (CWM LLC)'s EVTL Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Vertical Aerospace (EVTL) in Q4 2023, closing a stake of 100 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in EVTL in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 30 funds tracked by Wall St. Rank hold EVTL as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Vertical Aerospace position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Vertical Aerospace shares in Q4 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Vertical Aerospace in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Vertical Aerospace position peaked at $1K in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Vertical Aerospace as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.