Carson Wealth (CWM LLC)’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,674	Closed	-$72K	–	5258
2024 Q2	$72K	Buy	2,674 +92	+4%	+$1.91K	﹤0.01%	2217
2024 Q1	$47K	Buy	2,582 +19	+0.7%	+$302	﹤0.01%	2336
2023 Q4	$31K	Buy	2,563 +1,544	+152%	+$14.5K	﹤0.01%	2501
2023 Q3	$15K	Buy	1,019 +632	+163%	+$13.2K	﹤0.01%	2902
2023 Q2	$13K	Buy	387 +278	+255%	+$10.2K	﹤0.01%	2951
2023 Q1	$4K	Sell	109 -27	-20%	-$1.32K	﹤0.01%	3450
2022 Q4	$7K	Buy	136 +65	+92%	+$3.17K	﹤0.01%	3042
2022 Q3	$3K	Hold	71	–	–	﹤0.01%	3390
2022 Q2	$3K	Buy	71 +29	+69%	+$1.05K	﹤0.01%	3271
2022 Q1	$2K	Buy	+42	New	+$1.48K	﹤0.01%	3265

Other funds holding SILK

HNB

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

Carson Wealth (CWM LLC)'s SILK Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q3 2024, closing a stake of 2,674 shares — an estimated $72K sold.

Carson Wealth (CWM LLC) first reported a position in SILK in Q1 2022 and held it in 10 quarters. The position peaked at $72K in Q2 2024. 1 fund tracked by Wall St. Rank holds SILK as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Silk Road Medical, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 2,674 Silk Road Medical, Inc. Common Stock shares in Q3 2024, an estimated $72K.
Carson Wealth (CWM LLC) first reported a position in Silk Road Medical, Inc. Common Stock in Q1 2022 and held it in 10 quarters.
Carson Wealth (CWM LLC)'s Silk Road Medical, Inc. Common Stock position peaked at $72K in Q2 2024.
1 fund tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.