Carson Wealth (CWM LLC)’s Boardwalk Pipeline Partners BWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-300
| Closed | -$3K | – | 2086 |
|
|
2018
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 1331 |
|
|
2018
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 1140 |
|
|
2017
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 1171 |
|
|
2017
Q3 | $4K | Sell |
300
-400
| -57% | -$5.33K | ﹤0.01% | 1175 |
|
|
2017
Q2 | $13K | Buy |
700
+400
| +133% | +$7.43K | ﹤0.01% | 734 |
|
|
2017
Q1 | $5K | Sell |
300
-119
| -28% | -$1.98K | ﹤0.01% | 883 |
|
|
2016
Q4 | $7K | Buy |
419
+119
| +40% | +$1.99K | ﹤0.01% | 807 |
|
|
2016
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 836 |
|