Carson Wealth (CWM LLC)
NXGN

Carson Wealth (CWM LLC)’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NXGN Stock Details NXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-357
Closed -$8K – 4650
2023
Q3 		$8K Buy
357
+14
+4% +$263 ﹤0.01% 3283
2023
Q2 		$6K Buy
343
+243
+243% +$4.03K ﹤0.01% 3405
2023
Q1 		$2K Sell
100
-41
-29% -$737 ﹤0.01% 3742
2022
Q4 		$3K Buy
141
+64
+83% +$1.23K ﹤0.01% 3480
2022
Q3 		$1K Buy
77
+38
+97% +$659 ﹤0.01% 3840
2022
Q2 		$1K Hold
39
– – ﹤0.01% 3710
2022
Q1 		$1K Hold
39
– – ﹤0.01% 3459
2021
Q4 		$1K Buy
+39
New +$626 ﹤0.01% 3429

Other funds holding NXGN

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

Carson Wealth (CWM LLC)'s NXGN Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q4 2023, closing a stake of 357 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in NXGN in Q4 2021 and held it in 8 quarters. The position peaked at $8K in Q3 2023. 1 fund tracked by Wall St. Rank holds NXGN as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 357 NextGen Healthcare, Inc. Common Stock shares in Q4 2023, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2021 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s NextGen Healthcare, Inc. Common Stock position peaked at $8K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.