Carson Wealth (CWM LLC)’s Sharps Compliance Corp SMED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-322
| Closed | -$1K | – | 4329 |
|
|
2022
Q2 | $1K | Hold |
322
| – | – | ﹤0.01% | 3734 |
|
|
2022
Q1 | $2K | Hold |
322
| – | – | ﹤0.01% | 3276 |
|
|
2021
Q4 | $2K | Buy |
+322
| New | +$2.47K | ﹤0.01% | 3230 |
|
|
2021
Q2 | $3K | Hold |
322
| – | – | ﹤0.01% | 2596 |
|
|
2021
Q1 | $3K | Hold |
322
| – | – | ﹤0.01% | 2594 |
|
|
2020
Q4 | $3K | Hold |
322
| – | – | ﹤0.01% | 2593 |
|
|
2020
Q3 | $3K | Hold |
322
| – | – | ﹤0.01% | 2592 |
|
|
2020
Q2 | $3K | Hold |
322
| – | – | ﹤0.01% | 2590 |
|
|
2020
Q1 | $3K | Hold |
322
| – | – | ﹤0.01% | 2588 |
|
|
2019
Q4 | $3K | Hold |
322
| – | – | ﹤0.01% | 2587 |
|
|
2019
Q3 | $3K | Hold |
322
| – | – | ﹤0.01% | 2587 |
|
|
2019
Q2 | $3K | Hold |
322
| – | – | ﹤0.01% | 2587 |
|
|
2019
Q1 | $3K | Buy |
+322
| New | +$1.17K | ﹤0.01% | 2586 |
|
Carson Wealth (CWM LLC)'s SMED Position: Q3 2022 in Review
Carson Wealth (CWM LLC) sold out of Sharps Compliance Corp (SMED) in Q3 2022, closing a stake of 322 shares — an estimated $1K sold.
Carson Wealth (CWM LLC) first reported a position in SMED in Q1 2019 and held it in 13 quarters. The position peaked at $3K in Q2 2021. 0 funds tracked by Wall St. Rank hold SMED as of Q3 2022.
- Carson Wealth (CWM LLC) reported no remaining Sharps Compliance Corp position as of Q3 2022 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 322 Sharps Compliance Corp shares in Q3 2022, an estimated $1K.
- Carson Wealth (CWM LLC) first reported a position in Sharps Compliance Corp in Q1 2019 and held it in 13 quarters.
- Carson Wealth (CWM LLC)'s Sharps Compliance Corp position peaked at $3K in Q2 2021.
- 0 funds tracked by Wall St. Rank held Sharps Compliance Corp as of Q3 2022.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.