Carson Wealth (CWM LLC)’s Heska Corp HSKA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-144	Closed	-$14K	–	4611
2023 Q1	$14K	Sell	144 -42	-23%	-$3.52K	﹤0.01%	2774
2022 Q4	$12K	Buy	186 +100	+116%	+$6.74K	﹤0.01%	2730
2022 Q3	$6K	Buy	86 +63	+274%	+$5.57K	﹤0.01%	3028
2022 Q2	$2K	Buy	23 +18	+360%	+$1.94K	﹤0.01%	3465
2022 Q1	$1K	Buy	+5	New	+$707	﹤0.01%	3483
2019 Q1	–	Sell	-50	Closed	-$4K	–	3494
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	1632
2018 Q3	$6K	Hold	50	–	–	﹤0.01%	1317
2018 Q2	$5K	Buy	+50	New	+$4.68K	﹤0.01%	1221

Other funds holding HSKA

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ECM

Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HSKA Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Heska Corp (HSKA) in Q2 2023, closing a stake of 144 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in HSKA in Q2 2018 and held it in 8 quarters. The position peaked at $14K in Q1 2023. 4 funds tracked by Wall St. Rank hold HSKA as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Heska Corp position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 144 Heska Corp shares in Q2 2023, an estimated $14K.
Carson Wealth (CWM LLC) first reported a position in Heska Corp in Q2 2018 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s Heska Corp position peaked at $14K in Q1 2023.
4 funds tracked by Wall St. Rank held Heska Corp as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.