Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Orion Energy Systems OESX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50
Closed -$1K – 4403
2023
Q3 		$1K Buy
50
+43
+614% +$664 ﹤0.01% 4034
2023
Q2 		$0 Buy
+7
New +$114 ﹤0.01% 4382

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

Carson Wealth (CWM LLC) sold out of Orion Energy Systems (OESX) in Q4 2023, closing a stake of 50 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in OESX in Q2 2023 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 52 funds tracked by Wall St. Rank hold OESX as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Orion Energy Systems position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 50 Orion Energy Systems shares in Q4 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Orion Energy Systems in Q2 2023 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Orion Energy Systems position peaked at $1K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2023.

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