Carson Wealth (CWM LLC)’s Transphorm, Inc. Common Stock TGAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-649	Closed	-$3K	–	5049
2024 Q1	$3K	Buy	649 +7	+1%	+$33	﹤0.01%	3914
2023 Q4	$2K	Buy	+642	New	+$1.76K	﹤0.01%	3870

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

Carson Wealth (CWM LLC) sold out of Transphorm, Inc. Common Stock (TGAN) in Q2 2024, closing a stake of 649 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in TGAN in Q4 2023 and held it in 2 quarters. The position peaked at $3K in Q1 2024. 0 funds tracked by Wall St. Rank hold TGAN as of Q2 2024.

Carson Wealth (CWM LLC) reported no remaining Transphorm, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 649 Transphorm, Inc. Common Stock shares in Q2 2024, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in Transphorm, Inc. Common Stock in Q4 2023 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Transphorm, Inc. Common Stock position peaked at $3K in Q1 2024.
0 funds tracked by Wall St. Rank held Transphorm, Inc. Common Stock as of Q2 2024.

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