Carson Wealth (CWM LLC)
OIG

Carson Wealth (CWM LLC)’s Orbital Infrastructure Group, Inc. Common Stock OIG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OIG Stock Details OIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-750
Closed -$2K – 4678
2023
Q2 		$2K Buy
+750
New +$1.92K ﹤0.01% 3880

Other funds holding OIG

BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Orbital Infrastructure Group, Inc. Common Stock (OIG) in Q3 2023, closing a stake of 750 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in OIG in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 4 funds tracked by Wall St. Rank hold OIG as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Orbital Infrastructure Group, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 750 Orbital Infrastructure Group, Inc. Common Stock shares in Q3 2023, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Orbital Infrastructure Group, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Orbital Infrastructure Group, Inc. Common Stock position peaked at $2K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Orbital Infrastructure Group, Inc. Common Stock as of Q3 2023.

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