Carson Wealth (CWM LLC)’s BroadSoft, Inc. BSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-302
| Closed | -$17K | – | 1628 |
|
|
2017
Q4 | $17K | Sell |
302
-36,474
| -99% | -$2.05M | ﹤0.01% | 742 |
|
|
2017
Q3 | $1.85M | Sell |
36,776
-935
| -2% | -$47K | 0.09% | 164 |
|
|
2017
Q2 | $1.62M | Sell |
37,711
-2,807
| -7% | -$121K | 0.08% | 169 |
|
|
2017
Q1 | $1.63M | Buy |
+40,518
| New | +$1.63M | 0.09% | 157 |
|