Carson Wealth (CWM LLC)’s Iteris, Inc. ITI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-703	Closed	-$5K	–	5262
2024 Q3	$5K	Buy	703 +475	+208%	+$2.84K	﹤0.01%	4154
2024 Q2	$1K	Buy	228 +186	+443%	+$841	﹤0.01%	4539
2024 Q1	$0	Buy	42 +4	+11%	+$20	﹤0.01%	4830
2023 Q4	$0	Hold	38	–	–	﹤0.01%	4597
2023 Q3	$0	Buy	+38	New	+$162	﹤0.01%	4594

Other funds holding ITI

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Iteris, Inc. (ITI) in Q4 2024, closing a stake of 703 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in ITI in Q3 2023 and held it in 5 quarters. The position peaked at $5K in Q3 2024. 1 fund tracked by Wall St. Rank holds ITI as of Q4 2024.

Carson Wealth (CWM LLC) reported no remaining Iteris, Inc. position as of Q4 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 703 Iteris, Inc. shares in Q4 2024, an estimated $5K.
Carson Wealth (CWM LLC) first reported a position in Iteris, Inc. in Q3 2023 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Iteris, Inc. position peaked at $5K in Q3 2024.
1 fund tracked by Wall St. Rank held Iteris, Inc. as of Q4 2024.

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