Carson Wealth (CWM LLC)
FLOW

Carson Wealth (CWM LLC)’s SPX FLOW, Inc. FLOW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLOW Stock Details FLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,137
Closed -$98K – 4247
2022
Q1 		$98K Sell
1,137
-910
-44% -$78.1K ﹤0.01% 1334
2021
Q4 		$177K Buy
+2,047
New +$165K ﹤0.01% 1083
2021
Q2 		$11K Hold
164
– – ﹤0.01% 2082
2021
Q1 		$11K Hold
164
– – ﹤0.01% 2081
2020
Q4 		$11K Hold
164
– – ﹤0.01% 2080
2020
Q3 		$11K Hold
164
– – ﹤0.01% 2079
2020
Q2 		$11K Hold
164
– – ﹤0.01% 2078
2020
Q1 		$11K Hold
164
– – ﹤0.01% 2078
2019
Q4 		$11K Hold
164
– – ﹤0.01% 2078
2019
Q3 		$11K Hold
164
– – ﹤0.01% 2078
2019
Q2 		$11K Hold
164
– – ﹤0.01% 2077
2019
Q1 		$11K Buy
+164
New +$5.39K ﹤0.01% 2077

Other funds holding FLOW

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLOW Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of SPX FLOW, Inc. (FLOW) in Q2 2022, closing a stake of 1,137 shares — an estimated $98K sold.

Carson Wealth (CWM LLC) first reported a position in FLOW in Q1 2019 and held it in 12 quarters. The position peaked at $177K in Q4 2021. 2 funds tracked by Wall St. Rank hold FLOW as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining SPX FLOW, Inc. position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,137 SPX FLOW, Inc. shares in Q2 2022, an estimated $98K.
  • Carson Wealth (CWM LLC) first reported a position in SPX FLOW, Inc. in Q1 2019 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s SPX FLOW, Inc. position peaked at $177K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held SPX FLOW, Inc. as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.