Carson Wealth (CWM LLC)’s VERITIV CORPORATION VRTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-115	Closed	-$19K	–	4643
2023 Q3	$19K	Buy	115 +19	+20%	+$2.95K	﹤0.01%	2731
2023 Q2	$12K	Buy	96 +2	+2%	+$234	﹤0.01%	3000
2023 Q1	$13K	Buy	94 +4	+4%	+$512	﹤0.01%	2825
2022 Q4	$11K	Buy	90 +9	+11%	+$1.09K	﹤0.01%	2774
2022 Q3	$8K	Buy	81 +37	+84%	+$4.4K	﹤0.01%	2867
2022 Q2	$5K	Hold	44	–	–	﹤0.01%	3034
2022 Q1	$6K	Hold	44	–	–	﹤0.01%	2798
2021 Q4	$5K	Buy	+44	New	+$5.3K	﹤0.01%	2779
2019 Q1	–	Sell	-1	Closed	–	–	3338
2018 Q4	$0	Buy	+1	New	+$30	﹤0.01%	2284

Other funds holding VRTV

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VRTV Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 115 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in VRTV in Q4 2018 and held it in 9 quarters. The position peaked at $19K in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 115 VERITIV CORPORATION shares in Q4 2023, an estimated $19K.
Carson Wealth (CWM LLC) first reported a position in VERITIV CORPORATION in Q4 2018 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s VERITIV CORPORATION position peaked at $19K in Q3 2023.
3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.