Carson Wealth (CWM LLC)’s Carrols Restaurant Group, Inc. TAST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TAST Stock Details TAST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-22	Closed	–	–	5060
2024 Q1	$0	Buy	22 +7	+47%	+$65	﹤0.01%	4854
2023 Q4	$0	Buy	+15	New	+$102	﹤0.01%	4615
2022 Q3	–	Sell	-394	Closed	-$1K	–	4253
2022 Q2	$1K	Buy	394 +316	+405%	+$590	﹤0.01%	3704
2022 Q1	$0	Buy	+78	New	+$201	﹤0.01%	3950
2018 Q4	–	Sell	-156	Closed	-$2K	–	2282
2018 Q3	$2K	Hold	156	–	–	﹤0.01%	1583
2018 Q2	$2K	Buy	+156	New	+$1.89K	﹤0.01%	1444

Other funds holding TAST

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Carson Wealth (CWM LLC)'s TAST Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Carrols Restaurant Group, Inc. (TAST) in Q2 2024, closing a stake of 22 shares.

Carson Wealth (CWM LLC) first reported a position in TAST in Q2 2018 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 1 fund tracked by Wall St. Rank holds TAST as of Q2 2024.

Carson Wealth (CWM LLC) reported no remaining Carrols Restaurant Group, Inc. position as of Q2 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 22 Carrols Restaurant Group, Inc. shares in Q2 2024.
Carson Wealth (CWM LLC) first reported a position in Carrols Restaurant Group, Inc. in Q2 2018 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s Carrols Restaurant Group, Inc. position peaked at $2K in Q3 2018.
1 fund tracked by Wall St. Rank held Carrols Restaurant Group, Inc. as of Q2 2024.

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