Carson Wealth (CWM LLC)’s Quotient Technology Inc QUOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QUOT Stock Details QUOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-584	Closed	-$2K	–	4648
2023 Q2	$2K	Hold	584	–	–	﹤0.01%	3877
2023 Q1	$2K	Hold	584	–	–	﹤0.01%	3744
2022 Q4	$2K	Hold	584	–	–	﹤0.01%	3661
2022 Q3	$1K	Sell	584 -4,751	-89%	-$11.7K	﹤0.01%	3846
2022 Q2	$16K	Buy	5,335 +4,984	+1,420%	+$23.6K	﹤0.01%	2292
2022 Q1	$2K	Buy	351 +301	+602%	+$2.02K	﹤0.01%	3267
2021 Q4	$0	Buy	+50	New	+$340	﹤0.01%	3698

Other funds holding QUOT

HNB

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

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

Carson Wealth (CWM LLC) sold out of Quotient Technology Inc (QUOT) in Q3 2023, closing a stake of 584 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in QUOT in Q4 2021 and held it in 7 quarters. The position peaked at $16K in Q2 2022. 1 fund tracked by Wall St. Rank holds QUOT as of Q3 2023.

Carson Wealth (CWM LLC) reported no remaining Quotient Technology Inc position as of Q3 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 584 Quotient Technology Inc shares in Q3 2023, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Quotient Technology Inc in Q4 2021 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Quotient Technology Inc position peaked at $16K in Q2 2022.
1 fund tracked by Wall St. Rank held Quotient Technology Inc as of Q3 2023.

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