Carson Wealth (CWM LLC)
AWH

Carson Wealth (CWM LLC)’s Allied World Assurance Co Hld Lt AWH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AWH Stock Details AWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-29
Closed -$2K – 1637
2017
Q2 		$2K Hold
29
– – ﹤0.01% 1057
2017
Q1 		$2K Buy
29
+15
+107% +$798 ﹤0.01% 1026
2016
Q4 		$1K Hold
14
– – ﹤0.01% 1090
2016
Q3 		$1K Hold
14
– – ﹤0.01% 976
2016
Q2 		$0 Buy
+14
New +$504 ﹤0.01% 917

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