Carson Wealth (CWM LLC)’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-593	Closed	-$5K	–	4650
2023 Q2	$5K	Buy	593 +368	+164%	+$3.04K	﹤0.01%	3492
2023 Q1	$2K	Buy	225 +144	+178%	+$1.29K	﹤0.01%	3745
2022 Q4	$1K	Hold	81	–	–	﹤0.01%	3921
2022 Q3	$1K	Buy	+81	New	+$710	﹤0.01%	3847

Other funds holding NEX

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of NexTier Oilfield Solutions Inc. (NEX) in Q3 2023, closing a stake of 593 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in NEX in Q3 2022 and held it in 4 quarters. The position peaked at $5K in Q2 2023. 1 fund tracked by Wall St. Rank holds NEX as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining NexTier Oilfield Solutions Inc. position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 593 NexTier Oilfield Solutions Inc. shares in Q3 2023, an estimated $5K.
Carson Wealth (CWM LLC) first reported a position in NexTier Oilfield Solutions Inc. in Q3 2022 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s NexTier Oilfield Solutions Inc. position peaked at $5K in Q2 2023.
1 fund tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q3 2023.

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