Carson Wealth (CWM LLC)’s Macquarie Infrastructure Holdings, LLC MIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-30
Closed 4340
2022
Q2
$0 Hold
30
﹤0.01% 4226
2022
Q1
$0 Sell
30
-200
-87% -$732 ﹤0.01% 4017
2021
Q4
$1K Buy
+230
New +$1.5K ﹤0.01% 3459
2021
Q2
$10K Hold
253
﹤0.01% 2131
2021
Q1
$10K Hold
253
﹤0.01% 2129
2020
Q4
$10K Hold
253
﹤0.01% 2129
2020
Q3
$10K Hold
253
﹤0.01% 2128
2020
Q2
$10K Hold
253
﹤0.01% 2127
2020
Q1
$10K Hold
253
﹤0.01% 2127
2019
Q4
$10K Hold
253
﹤0.01% 2127
2019
Q3
$10K Hold
253
﹤0.01% 2127
2019
Q2
$10K Hold
253
﹤0.01% 2127
2019
Q1
$10K Buy
+253
New +$10.4K ﹤0.01% 2127
2018
Q4
Sell
-26
Closed -$1K 2303
2018
Q3
$1K Buy
+26
New +$1.19K ﹤0.01% 1787
2018
Q2
Sell
-26
Closed -$1K 1802
2018
Q1
$1K Sell
26
-153
-85% -$8.24K ﹤0.01% 1356
2017
Q4
$11K Sell
179
-50
-22% -$3.39K ﹤0.01% 873
2017
Q3
$17K Buy
+229
New +$17.1K ﹤0.01% 760

Other funds holding MIC

Carson Wealth (CWM LLC)'s MIC Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Macquarie Infrastructure Holdings, LLC (MIC) in Q3 2022, closing a stake of 30 shares.

Carson Wealth (CWM LLC) first reported a position in MIC in Q3 2017 and held it in 17 quarters. The position peaked at $17K in Q3 2017. 2 funds tracked by Wall St. Rank hold MIC as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Macquarie Infrastructure Holdings, LLC position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 30 Macquarie Infrastructure Holdings, LLC shares in Q3 2022.
  • Carson Wealth (CWM LLC) first reported a position in Macquarie Infrastructure Holdings, LLC in Q3 2017 and held it in 17 quarters.
  • Carson Wealth (CWM LLC)'s Macquarie Infrastructure Holdings, LLC position peaked at $17K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Macquarie Infrastructure Holdings, LLC as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.