Carson Wealth (CWM LLC)’s NuVasive, Inc. NUVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-314
| Closed | -$13K | – | 4651 |
|
|
2023
Q2 | $13K | Buy |
314
+165
| +111% | +$6.77K | ﹤0.01% | 2953 |
|
|
2023
Q1 | $6K | Buy |
149
+40
| +37% | +$1.71K | ﹤0.01% | 3253 |
|
|
2022
Q4 | $4K | Sell |
109
-10
| -8% | -$405 | ﹤0.01% | 3358 |
|
|
2022
Q3 | $5K | Buy |
119
+109
| +1,090% | +$5.28K | ﹤0.01% | 3120 |
|
|
2022
Q2 | $0 | Buy |
10
+7
| +233% | +$375 | ﹤0.01% | 4185 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | +$159 | ﹤0.01% | 3980 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$10K | – | 3345 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1347 |
|
|
2018
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 1064 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 1016 |
|
|
2018
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 862 |
|
|
2017
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 844 |
|
|
2017
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 872 |
|
|
2017
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 704 |
|
|
2017
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 674 |
|
|
2016
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 691 |
|
|
2016
Q3 | $13K | Buy |
+200
| New | +$12.7K | ﹤0.01% | 642 |
|
Other funds holding NUVA
Carson Wealth (CWM LLC)'s NUVA Position: Q3 2023 in Review
Carson Wealth (CWM LLC) sold out of NuVasive, Inc. (NUVA) in Q3 2023, closing a stake of 314 shares — an estimated $13K sold.
Carson Wealth (CWM LLC) first reported a position in NUVA in Q3 2016 and held it in 16 quarters. The position peaked at $15K in Q2 2017. 2 funds tracked by Wall St. Rank hold NUVA as of Q3 2023.
- Carson Wealth (CWM LLC) reported no remaining NuVasive, Inc. position as of Q3 2023 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 314 NuVasive, Inc. shares in Q3 2023, an estimated $13K.
- Carson Wealth (CWM LLC) first reported a position in NuVasive, Inc. in Q3 2016 and held it in 16 quarters.
- Carson Wealth (CWM LLC)'s NuVasive, Inc. position peaked at $15K in Q2 2017.
- 2 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2023.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.