Carson Wealth (CWM LLC)
HCCI

Carson Wealth (CWM LLC)’s Heritage-Crystal Clean, Inc. HCCI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HCCI Stock Details HCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40
Closed -$2K – 4662
2023
Q3 		$2K Hold
40
– – ﹤0.01% 3896
2023
Q2 		$2K Hold
40
– – ﹤0.01% 3876
2023
Q1 		$1K Hold
40
– – ﹤0.01% 3992
2022
Q4 		$1K Hold
40
– – ﹤0.01% 3919
2022
Q3 		$1K Hold
40
– – ﹤0.01% 3842
2022
Q2 		$1K Buy
+40
New +$1.09K ﹤0.01% 3711
2022
Q1 		– Sell
-50
Closed -$2K – 3972
2021
Q4 		$2K Buy
+50
New +$1.62K ﹤0.01% 3220

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

Carson Wealth (CWM LLC) sold out of Heritage-Crystal Clean, Inc. (HCCI) in Q4 2023, closing a stake of 40 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in HCCI in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q3 2023. 0 funds tracked by Wall St. Rank hold HCCI as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Heritage-Crystal Clean, Inc. position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 40 Heritage-Crystal Clean, Inc. shares in Q4 2023, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Heritage-Crystal Clean, Inc. in Q4 2021 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Heritage-Crystal Clean, Inc. position peaked at $2K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Heritage-Crystal Clean, Inc. as of Q4 2023.

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