Carson Wealth (CWM LLC)’s Franchise Group, Inc. FRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-29	Closed	-$1K	–	4654
2023 Q2	$1K	Hold	29	–	–	﹤0.01%	4135
2023 Q1	$1K	Hold	29	–	–	﹤0.01%	3993
2022 Q4	$1K	Buy	29 +12	+71%	+$313	﹤0.01%	3922
2022 Q3	$0	Buy	+17	New	+$558	﹤0.01%	4283

Carson Wealth (CWM LLC)'s FRG Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Franchise Group, Inc. (FRG) in Q3 2023, closing a stake of 29 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in FRG in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q2 2023. 0 funds tracked by Wall St. Rank hold FRG as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining Franchise Group, Inc. position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 29 Franchise Group, Inc. shares in Q3 2023, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Franchise Group, Inc. in Q3 2022 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Franchise Group, Inc. position peaked at $1K in Q2 2023.
0 funds tracked by Wall St. Rank held Franchise Group, Inc. as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.