Carson Wealth (CWM LLC)’s Instructure Holdings, Inc. INST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-683	Closed	-$16K	–	5257
2024 Q3	$16K	Buy	683 +3	+0.4%	+$71	﹤0.01%	3529
2024 Q2	$16K	Buy	680 +10	+1%	+$213	﹤0.01%	3282
2024 Q1	$14K	Buy	+670	New	+$15.8K	﹤0.01%	3161

Carson Wealth (CWM LLC)'s INST Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Instructure Holdings, Inc. (INST) in Q4 2024, closing a stake of 683 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in INST in Q1 2024 and held it in 3 quarters. The position peaked at $16K in Q3 2024. 0 funds tracked by Wall St. Rank hold INST as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining Instructure Holdings, Inc. position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 683 Instructure Holdings, Inc. shares in Q4 2024, an estimated $16K.
Carson Wealth (CWM LLC) first reported a position in Instructure Holdings, Inc. in Q1 2024 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Instructure Holdings, Inc. position peaked at $16K in Q3 2024.
0 funds tracked by Wall St. Rank held Instructure Holdings, Inc. as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.