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.