Carson Wealth (CWM LLC)’s Shaw Communications Inc. SJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,518	Closed	-$45K	–	4603
2023 Q1	$45K	Buy	1,518 +491	+48%	+$14.2K	﹤0.01%	1939
2022 Q4	$30K	Buy	1,027 +417	+68%	+$10.9K	﹤0.01%	2097
2022 Q3	$15K	Sell	610 -322	-35%	-$8.53K	﹤0.01%	2445
2022 Q2	$27K	Buy	932 +217	+30%	+$6.28K	﹤0.01%	1956
2022 Q1	$22K	Buy	715 +392	+121%	+$11.8K	﹤0.01%	2038
2021 Q4	$10K	Buy	+323	New	+$9.44K	﹤0.01%	2378
2019 Q1	–	Sell	-73	Closed	-$1K	–	3353
2018 Q4	$1K	Sell	73 -49	-40%	-$919	﹤0.01%	2034
2018 Q3	$2K	Hold	122	–	–	﹤0.01%	1585
2018 Q2	$2K	Buy	+122	New	+$2.49K	﹤0.01%	1446

Other funds holding SJR

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SJR Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Shaw Communications Inc. (SJR) in Q2 2023, closing a stake of 1,518 shares — an estimated $45K sold.

Carson Wealth (CWM LLC) first reported a position in SJR in Q2 2018 and held it in 9 quarters. The position peaked at $45K in Q1 2023. 1 fund tracked by Wall St. Rank holds SJR as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Shaw Communications Inc. position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,518 Shaw Communications Inc. shares in Q2 2023, an estimated $45K.
Carson Wealth (CWM LLC) first reported a position in Shaw Communications Inc. in Q2 2018 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s Shaw Communications Inc. position peaked at $45K in Q1 2023.
1 fund tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.