Carson Wealth (CWM LLC)
SPWR

Carson Wealth (CWM LLC)’s SunPower Corporation Common Stock SPWR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPWR Stock Details SPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-442
Closed -$1K – 5273
2024
Q2 		$1K Sell
442
-788
-64% -$2.15K ﹤0.01% 4544
2024
Q1 		$4K Buy
1,230
+388
+46% +$1.28K ﹤0.01% 3810
2023
Q4 		$4K Sell
842
-535
-39% -$2.55K ﹤0.01% 3653
2023
Q3 		$8K Buy
1,377
+1,111
+418% +$9.15K ﹤0.01% 3279
2023
Q2 		$3K Buy
266
+168
+171% +$1.96K ﹤0.01% 3730
2023
Q1 		$1K Sell
98
-102
-51% -$1.6K ﹤0.01% 3980
2022
Q4 		$4K Buy
200
+165
+471% +$3.38K ﹤0.01% 3354
2022
Q3 		$1K Sell
35
-74
-68% -$1.66K ﹤0.01% 3826
2022
Q2 		$2K Buy
109
+95
+679% +$1.71K ﹤0.01% 3448
2022
Q1 		$0 Sell
14
-86
-86% -$1.58K ﹤0.01% 3937
2021
Q4 		$2K Buy
+100
New +$2.7K ﹤0.01% 3214
2021
Q2 		$15K Hold
500
– – ﹤0.01% 1944
2021
Q1 		$15K Hold
500
– – ﹤0.01% 1943
2020
Q4 		$15K Hold
500
– – ﹤0.01% 1943
2020
Q3 		$15K Sell
500
-264
-35% -$2.22K ﹤0.01% 1943
2020
Q2 		$15K Hold
764
– – ﹤0.01% 1943
2020
Q1 		$15K Hold
764
– – ﹤0.01% 1942
2019
Q4 		$15K Hold
764
– – ﹤0.01% 1942
2019
Q3 		$15K Hold
764
– – ﹤0.01% 1942
2019
Q2 		$15K Hold
764
– – ﹤0.01% 1942
2019
Q1 		$15K Buy
+764
New +$2.98K ﹤0.01% 1942

Other funds holding SPWR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of SunPower Corporation Common Stock (SPWR) in Q3 2024, closing a stake of 442 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in SPWR in Q1 2019 and held it in 21 quarters. The position peaked at $15K in Q2 2021. 18 funds tracked by Wall St. Rank hold SPWR as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining SunPower Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 442 SunPower Corporation Common Stock shares in Q3 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in SunPower Corporation Common Stock in Q1 2019 and held it in 21 quarters.
  • Carson Wealth (CWM LLC)'s SunPower Corporation Common Stock position peaked at $15K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q3 2024.

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