Carson Wealth (CWM LLC)’s iPath ETN linked to CBOE S&P 500 Buy Write Index BWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-439
| Closed | -$34K | – | 1848 |
|
|
2018
Q1 | $34K | Hold |
439
| – | – | ﹤0.01% | 620 |
|
|
2017
Q4 | $34K | Hold |
439
| – | – | ﹤0.01% | 604 |
|
|
2017
Q3 | $33K | Hold |
439
| – | – | ﹤0.01% | 608 |
|
|
2017
Q2 | $33K | Hold |
439
| – | – | ﹤0.01% | 552 |
|
|
2017
Q1 | $32K | Hold |
439
| – | – | ﹤0.01% | 531 |
|
|
2016
Q4 | $31K | Hold |
439
| – | – | ﹤0.01% | 517 |
|
|
2016
Q3 | $30K | Hold |
439
| – | – | ﹤0.01% | 499 |
|
|
2016
Q2 | $29K | Buy |
439
+136
| +45% | +$8.98K | ﹤0.01% | 425 |
|
|
2016
Q1 | $19K | Buy |
+303
| New | +$19K | ﹤0.01% | 449 |
|