Carson Wealth (CWM LLC)’s Altera Corp ALTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-79,662
| Closed | -$3.99M | – | 790 |
|
|
2015
Q3 | $3.99M | Sell |
79,662
-431
| -0.5% | -$21.4K | 0.41% | 85 |
|
|
2015
Q2 | $4.1M | Buy |
80,093
+2,890
| +4% | +$135K | 0.4% | 97 |
|
|
2015
Q1 | $3.31M | Buy |
77,203
+4,732
| +7% | +$169K | 0.34% | 104 |
|
|
2014
Q4 | $2.68M | Buy |
72,471
+12,950
| +22% | +$458K | 0.33% | 113 |
|
|
2014
Q3 | $2.13M | Buy |
59,521
+6,745
| +13% | +$235K | 0.31% | 95 |
|
|
2014
Q2 | $1.83M | Buy |
52,776
+16,222
| +44% | +$548K | 0.33% | 90 |
|
|
2014
Q1 | $1.32M | Buy |
36,554
+11,548
| +46% | +$397K | 0.19% | 83 |
|
|
2013
Q4 | $813K | Buy |
25,006
+7,726
| +45% | +$259K | 0.13% | 112 |
|
|
2013
Q3 | $642K | Buy |
+17,280
| New | +$620K | 0.17% | 81 |
|