Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 12, 2021

SELL
N/A
-15,931 Closed
0 $0
Q2 2021

Jul 12, 2021

BUY
N/A
791 Added 5.22%
15,931 $214,000
Q1 2021

Apr 12, 2021

BUY
N/A
2,966 Added 24.36%
15,140 $199,000
Q4 2020

Jan 11, 2021

SELL
N/A
-11,392 Reduced 48.34%
12,174 $138,000
Q3 2020

Oct 13, 2020

SELL
N/A
-459 Reduced 1.91%
23,566 $147,000
Q2 2020

Jul 13, 2020

BUY
N/A
7,576 Added 46.06%
24,025 $161,000
Q1 2020

Apr 27, 2020

BUY
N/A
16,449 New
16,449 $103,000
Q2 2018

Jul 26, 2018

SELL
N/A
-10,275 Closed
0 $0
Q1 2018

Apr 20, 2018

SELL
N/A
-1,986 Reduced 16.2%
10,275 $139,000
Q4 2017

Jan 08, 2018

SELL
N/A
-3,141 Reduced 20.39%
12,261 $214,000
Q3 2017

Oct 16, 2017

BUY
N/A
15,402
15,402 $372,000
Track This Portfolio

Track Carlson Capital Management Portfolio

Follow Carlson Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carlson Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Carlson Capital Management with notifications on news.