Carson Wealth (CWM LLC)’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-111	Closed	-$2K	–	4674
2023 Q2	$2K	Hold	111	–	–	﹤0.01%	3879
2023 Q1	$1K	Buy	+111	New	+$1.48K	﹤0.01%	3995

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

Carson Wealth (CWM LLC) sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q3 2023, closing a stake of 111 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in GER in Q1 2023 and held it in 2 quarters. The position peaked at $2K in Q2 2023. 0 funds tracked by Wall St. Rank hold GER as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 111 Goldman Sachs MLP Energy Renaissance Fund shares in Q3 2023, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q1 2023 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Goldman Sachs MLP Energy Renaissance Fund position peaked at $2K in Q2 2023.
0 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q3 2023.

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