Carson Wealth (CWM LLC)
BWV

Carson Wealth (CWM LLC)’s iPath ETN linked to CBOE S&P 500 Buy Write Index BWV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BWV Stock Details BWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-439
Closed -$34K – 1852
2018
Q1 		$34K Hold
439
– – ﹤0.01% 621
2017
Q4 		$34K Hold
439
– – ﹤0.01% 605
2017
Q3 		$33K Hold
439
– – ﹤0.01% 609
2017
Q2 		$33K Hold
439
– – ﹤0.01% 553
2017
Q1 		$32K Hold
439
– – ﹤0.01% 532
2016
Q4 		$31K Hold
439
– – ﹤0.01% 518
2016
Q3 		$30K Hold
439
– – ﹤0.01% 500
2016
Q2 		$29K Buy
439
+136
+45% +$8.85K ﹤0.01% 426
2016
Q1 		$19K Buy
+303
New +$18.8K ﹤0.01% 450

Carson Wealth (CWM LLC)'s BWV Position: Q2 2018 in Review

Carson Wealth (CWM LLC) sold out of iPath ETN linked to CBOE S&P 500 Buy Write Index (BWV) in Q2 2018, closing a stake of 439 shares — an estimated $34K sold.

Carson Wealth (CWM LLC) first reported a position in BWV in Q1 2016 and held it in 9 quarters. The position peaked at $34K in Q1 2018. 0 funds tracked by Wall St. Rank hold BWV as of Q2 2018.

  • Carson Wealth (CWM LLC) reported no remaining iPath ETN linked to CBOE S&P 500 Buy Write Index position as of Q2 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 439 iPath ETN linked to CBOE S&P 500 Buy Write Index shares in Q2 2018, an estimated $34K.
  • Carson Wealth (CWM LLC) first reported a position in iPath ETN linked to CBOE S&P 500 Buy Write Index in Q1 2016 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s iPath ETN linked to CBOE S&P 500 Buy Write Index position peaked at $34K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held iPath ETN linked to CBOE S&P 500 Buy Write Index as of Q2 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2018, filed 31 Jul 2018.