Carson Wealth (CWM LLC)
TCS

Carson Wealth (CWM LLC)’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TCS Stock Details TCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50
Closed – – 5247
2024
Q3 		$0 Hold
50
– – ﹤0.01% 5243
2024
Q2 		$0 Hold
50
– – ﹤0.01% 5021
2024
Q1 		$1K Hold
50
– – ﹤0.01% 4259
2023
Q4 		$2K Sell
50
-8
-14% -$242 ﹤0.01% 3865
2023
Q3 		$2K Sell
58
-141
-71% -$5.62K ﹤0.01% 3887
2023
Q2 		$9K Buy
199
+149
+298% +$6.63K ﹤0.01% 3170
2023
Q1 		$3K Hold
50
– – ﹤0.01% 3590
2022
Q4 		$3K Hold
50
– – ﹤0.01% 3476
2022
Q3 		$4K Hold
50
– – ﹤0.01% 3241
2022
Q2 		$5K Hold
50
– – ﹤0.01% 3028
2022
Q1 		$6K Hold
50
– – ﹤0.01% 2792
2021
Q4 		$7K Buy
+50
New +$8.45K ﹤0.01% 2589

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