Carson Wealth (CWM LLC)
STER

Carson Wealth (CWM LLC)’s Sterling Check Corp. Common Stock STER Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STER Stock Details STER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-152
Closed -$3K – 5263
2024
Q3 		$3K Buy
152
+87
+134% +$1.38K ﹤0.01% 4337
2024
Q2 		$1K Buy
65
+58
+829% +$889 ﹤0.01% 4540
2024
Q1 		$0 Buy
+7
New +$100 ﹤0.01% 4831
2023
Q1 		– Sell
-14
Closed – – 4396
2022
Q4 		$0 Buy
+14
New +$226 ﹤0.01% 4305

Carson Wealth (CWM LLC)'s STER Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Sterling Check Corp. Common Stock (STER) in Q4 2024, closing a stake of 152 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in STER in Q4 2022 and held it in 4 quarters. The position peaked at $3K in Q3 2024. 0 funds tracked by Wall St. Rank hold STER as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Sterling Check Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 152 Sterling Check Corp. Common Stock shares in Q4 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Sterling Check Corp. Common Stock in Q4 2022 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Sterling Check Corp. Common Stock position peaked at $3K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Sterling Check Corp. Common Stock as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.