Carson Wealth (CWM LLC)’s Kimball International KBAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-891	Closed	-$11K	–	4582
2023 Q1	$11K	Buy	891 +455	+104%	+$3.92K	﹤0.01%	2919
2022 Q4	$3K	Buy	+436	New	+$2.98K	﹤0.01%	3485
2022 Q2	–	Sell	-709	Closed	-$6K	–	4192
2022 Q1	$6K	Buy	+709	New	+$6.74K	﹤0.01%	2800

Other funds holding KBAL

BTI

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

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

Carson Wealth (CWM LLC) sold out of Kimball International (KBAL) in Q2 2023, closing a stake of 891 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in KBAL in Q1 2022 and held it in 3 quarters. The position peaked at $11K in Q1 2023. 1 fund tracked by Wall St. Rank holds KBAL as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Kimball International position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 891 Kimball International shares in Q2 2023, an estimated $11K.
Carson Wealth (CWM LLC) first reported a position in Kimball International in Q1 2022 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Kimball International position peaked at $11K in Q1 2023.
1 fund tracked by Wall St. Rank held Kimball International as of Q2 2023.

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