Carson Wealth (CWM LLC)
OTMO

Carson Wealth (CWM LLC)’s Otonomo Technologies Ltd. Ordinary shares OTMO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OTMO Stock Details OTMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-67
Closed – – 4666
2023
Q3 		$0 Hold
67
– – ﹤0.01% 4663
2023
Q2 		$0 Hold
67
– – ﹤0.01% 4565
2023
Q1 		$0 Hold
67
– – ﹤0.01% 4446
2022
Q4 		$0 Hold
67
– – ﹤0.01% 4353
2022
Q3 		$0 Hold
67
– – ﹤0.01% 4285
2022
Q2 		$1K Buy
+67
New +$1.43K ﹤0.01% 3716
2022
Q1 		– Sell
-67
Closed -$4K – 3983
2021
Q4 		$4K Buy
+67
New +$4.24K ﹤0.01% 2918

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

Carson Wealth (CWM LLC) sold out of Otonomo Technologies Ltd. Ordinary shares (OTMO) in Q4 2023, closing a stake of 67 shares.

Carson Wealth (CWM LLC) first reported a position in OTMO in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 0 funds tracked by Wall St. Rank hold OTMO as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Otonomo Technologies Ltd. Ordinary shares position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 67 Otonomo Technologies Ltd. Ordinary shares shares in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in Otonomo Technologies Ltd. Ordinary shares in Q4 2021 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Otonomo Technologies Ltd. Ordinary shares position peaked at $4K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Otonomo Technologies Ltd. Ordinary shares as of Q4 2023.

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