Carson Wealth (CWM LLC)’s SomaLogic, Inc. Class A Common Stock SLGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,381
Closed -$21K 4886
2023
Q4
$21K Sell
8,381
-328
-4% -$764 ﹤0.01% 2762
2023
Q3
$21K Sell
8,709
-241
-3% -$534 ﹤0.01% 2670
2023
Q2
$21K Hold
8,950
﹤0.01% 2623
2023
Q1
$23K Hold
8,950
﹤0.01% 2421
2022
Q4
$22K Buy
+8,950
New +$25K ﹤0.01% 2315

Carson Wealth (CWM LLC)'s SLGC Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of SomaLogic, Inc. Class A Common Stock (SLGC) in Q1 2024, closing a stake of 8,381 shares — an estimated $21K sold.

Carson Wealth (CWM LLC) first reported a position in SLGC in Q4 2022 and held it in 5 quarters. The position peaked at $23K in Q1 2023. 0 funds tracked by Wall St. Rank hold SLGC as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining SomaLogic, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8,381 SomaLogic, Inc. Class A Common Stock shares in Q1 2024, an estimated $21K.
  • Carson Wealth (CWM LLC) first reported a position in SomaLogic, Inc. Class A Common Stock in Q4 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s SomaLogic, Inc. Class A Common Stock position peaked at $23K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held SomaLogic, Inc. Class A Common Stock as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.