Carson Wealth (CWM LLC)
SP

Carson Wealth (CWM LLC)’s SP Plus Corporation SP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-225
Closed -$12K – 5061
2024
Q1 		$12K Buy
225
+89
+65% +$4.59K ﹤0.01% 3255
2023
Q4 		$7K Buy
136
+93
+216% +$4.66K ﹤0.01% 3385
2023
Q3 		$2K Hold
43
– – ﹤0.01% 3895
2023
Q2 		$2K Hold
43
– – ﹤0.01% 3874
2023
Q1 		$1K Buy
+43
New +$1.52K ﹤0.01% 3983

Other funds holding SP

Osaic Holdings
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Carson Wealth (CWM LLC)'s SP Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of SP Plus Corporation (SP) in Q2 2024, closing a stake of 225 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in SP in Q1 2023 and held it in 5 quarters. The position peaked at $12K in Q1 2024. 1 fund tracked by Wall St. Rank holds SP as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining SP Plus Corporation position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 225 SP Plus Corporation shares in Q2 2024, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in SP Plus Corporation in Q1 2023 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s SP Plus Corporation position peaked at $12K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held SP Plus Corporation as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.