Carson Wealth (CWM LLC)
AWH icon

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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Carson Wealth (CWM LLC)'s AWH Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of Allied World Assurance Co Hld Lt (AWH) in Q3 2017, closing a stake of 29 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in AWH in Q2 2016 and held it in 5 quarters. The position peaked at $2K in Q2 2017. 1 fund tracked by Wall St. Rank holds AWH as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining Allied World Assurance Co Hld Lt position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 29 Allied World Assurance Co Hld Lt shares in Q3 2017, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Allied World Assurance Co Hld Lt in Q2 2016 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Allied World Assurance Co Hld Lt position peaked at $2K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held Allied World Assurance Co Hld Lt as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.