Carson Wealth (CWM LLC)’s Boardwalk Pipeline Partners BWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-300
Closed -$3K 2091
2018
Q2
$3K Hold
300
﹤0.01% 1335
2018
Q1
$3K Hold
300
﹤0.01% 1141
2017
Q4
$4K Hold
300
﹤0.01% 1172
2017
Q3
$4K Sell
300
-400
-57% -$6.34K ﹤0.01% 1176
2017
Q2
$13K Buy
700
+400
+133% +$7.2K ﹤0.01% 735
2017
Q1
$5K Sell
300
-119
-28% -$2.17K ﹤0.01% 884
2016
Q4
$7K Buy
419
+119
+40% +$2.03K ﹤0.01% 808
2016
Q3
$5K Buy
+300
New +$5.06K ﹤0.01% 837

Carson Wealth (CWM LLC)'s BWP Position: Q3 2018 in Review

Carson Wealth (CWM LLC) sold out of Boardwalk Pipeline Partners (BWP) in Q3 2018, closing a stake of 300 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in BWP in Q3 2016 and held it in 8 quarters. The position peaked at $13K in Q2 2017. 0 funds tracked by Wall St. Rank hold BWP as of Q3 2018.

  • Carson Wealth (CWM LLC) reported no remaining Boardwalk Pipeline Partners position as of Q3 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 300 Boardwalk Pipeline Partners shares in Q3 2018, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Boardwalk Pipeline Partners in Q3 2016 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Boardwalk Pipeline Partners position peaked at $13K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Boardwalk Pipeline Partners as of Q3 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2018, filed 29 Oct 2018.