Carson Wealth (CWM LLC)’s Meridian Bioscience Inc VIVO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-189	Closed	-$6K	–	4494
2022 Q4	$6K	Buy	189 +12	+7%	+$387	﹤0.01%	3133
2022 Q3	$6K	Buy	177 +168	+1,867%	+$5.44K	﹤0.01%	3026
2022 Q2	$0	Sell	9 -11	-55%	-$297	﹤0.01%	4208
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	3474
2021 Q4	$0	Buy	+20	New	+$383	﹤0.01%	3708
2018 Q3	–	Sell	-172	Closed	-$3K	–	2035
2018 Q2	$3K	Hold	172	–	–	﹤0.01%	1326
2018 Q1	$2K	Buy	+172	New	+$2.54K	﹤0.01%	1221
2014 Q4	–	Sell	-56,157	Closed	-$993K	–	199
2014 Q3	$993K	Buy	56,157 +41,664	+287%	+$819K	0.14%	129
2014 Q2	$299K	Buy	+14,493	New	+$298K	0.05%	148

Other funds holding VIVO

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VIVO Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Meridian Bioscience Inc (VIVO) in Q1 2023, closing a stake of 189 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in VIVO in Q2 2014 and held it in 9 quarters. The position peaked at $993K in Q3 2014. 2 funds tracked by Wall St. Rank hold VIVO as of Q1 2023.

Carson Wealth (CWM LLC) reported no remaining Meridian Bioscience Inc position as of Q1 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 189 Meridian Bioscience Inc shares in Q1 2023, an estimated $6K.
Carson Wealth (CWM LLC) first reported a position in Meridian Bioscience Inc in Q2 2014 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s Meridian Bioscience Inc position peaked at $993K in Q3 2014.
2 funds tracked by Wall St. Rank held Meridian Bioscience Inc as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.