Carson Wealth (CWM LLC)’s Allied World Assurance Co Hld Lt AWH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-29
| Closed | -$2K | – | 1636 |
|
|
2017
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 1056 |
|
|
2017
Q1 | $2K | Buy |
29
+15
| +107% | +$1.03K | ﹤0.01% | 1025 |
|
|
2016
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1089 |
|
|
2016
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 974 |
|
|
2016
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 913 |
|