Carson Wealth (CWM LLC)’s IVERIC bio, Inc. Common Stock ISEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-87
Closed -$3K 4673
2023
Q2
$3K Buy
87
+46
+112% +$1.62K ﹤0.01% 3733
2023
Q1
$1K Sell
41
-148
-78% -$3.24K ﹤0.01% 3994
2022
Q4
$4K Buy
+189
New +$4.03K ﹤0.01% 3359

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

Carson Wealth (CWM LLC) sold out of IVERIC bio, Inc. Common Stock (ISEE) in Q3 2023, closing a stake of 87 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in ISEE in Q4 2022 and held it in 3 quarters. The position peaked at $4K in Q4 2022. 0 funds tracked by Wall St. Rank hold ISEE as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining IVERIC bio, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 87 IVERIC bio, Inc. Common Stock shares in Q3 2023, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in IVERIC bio, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s IVERIC bio, Inc. Common Stock position peaked at $4K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held IVERIC bio, Inc. Common Stock as of Q3 2023.

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