Carson Wealth (CWM LLC)’s BroadSoft, Inc. BSFT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSFT Stock Details BSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-302	Closed	-$17K	–	1629
2017 Q4	$17K	Sell	302 -36,474	-99%	-$1.99M	﹤0.01%	743
2017 Q3	$1.85M	Sell	36,776 -935	-2%	-$42.7K	0.09%	164
2017 Q2	$1.62M	Sell	37,711 -2,807	-7%	-$110K	0.08%	169
2017 Q1	$1.63M	Buy	+40,518	New	+$1.72M	0.09%	157

Carson Wealth (CWM LLC)'s BSFT Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of BroadSoft, Inc. (BSFT) in Q1 2018, closing a stake of 302 shares — an estimated $17K sold.

Carson Wealth (CWM LLC) first reported a position in BSFT in Q1 2017 and held it in 4 quarters. The position peaked at $1.85M in Q3 2017. 0 funds tracked by Wall St. Rank hold BSFT as of Q1 2018.

Carson Wealth (CWM LLC) reported no remaining BroadSoft, Inc. position as of Q1 2018 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 302 BroadSoft, Inc. shares in Q1 2018, an estimated $17K.
Carson Wealth (CWM LLC) first reported a position in BroadSoft, Inc. in Q1 2017 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s BroadSoft, Inc. position peaked at $1.85M in Q3 2017.
0 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.