Carson Wealth (CWM LLC)’s Mandiant, Inc. Common Stock MNDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-375	Closed	-$8K	–	4318
2022 Q2	$8K	Buy	375 +52	+16%	+$1.14K	﹤0.01%	2765
2022 Q1	$7K	Sell	323 -80	-20%	-$1.48K	﹤0.01%	2718
2021 Q4	$7K	Buy	+403	New	+$7.08K	﹤0.01%	2593
2021 Q2	$5K	Hold	234	–	–	﹤0.01%	2396
2021 Q1	$5K	Hold	234	–	–	﹤0.01%	2396
2020 Q4	$5K	Hold	234	–	–	﹤0.01%	2396
2020 Q3	$5K	Hold	234	–	–	﹤0.01%	2395
2020 Q2	$5K	Hold	234	–	–	﹤0.01%	2391
2020 Q1	$5K	Hold	234	–	–	﹤0.01%	2391
2019 Q4	$5K	Hold	234	–	–	﹤0.01%	2391
2019 Q3	$5K	Hold	234	–	–	﹤0.01%	2391
2019 Q2	$5K	Hold	234	–	–	﹤0.01%	2391
2019 Q1	$5K	Buy	+234	New	+$3.94K	﹤0.01%	2390

Other funds holding MNDT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Mandiant, Inc. Common Stock (MNDT) in Q3 2022, closing a stake of 375 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in MNDT in Q1 2019 and held it in 13 quarters. The position peaked at $8K in Q2 2022. 3 funds tracked by Wall St. Rank hold MNDT as of Q3 2022.

Carson Wealth (CWM LLC) reported no remaining Mandiant, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 375 Mandiant, Inc. Common Stock shares in Q3 2022, an estimated $8K.
Carson Wealth (CWM LLC) first reported a position in Mandiant, Inc. Common Stock in Q1 2019 and held it in 13 quarters.
Carson Wealth (CWM LLC)'s Mandiant, Inc. Common Stock position peaked at $8K in Q2 2022.
3 funds tracked by Wall St. Rank held Mandiant, Inc. Common Stock as of Q3 2022.

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