Carson Wealth (CWM LLC)’s Corporate Capital Trust, Inc. CCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-57,254
| Closed | -$874K | – | 2342 |
|
|
2018
Q3 | $874K | Buy |
57,254
+26,075
| +84% | +$398K | 0.02% | 326 |
|
|
2018
Q2 | $487K | Buy |
31,179
+10,010
| +47% | +$156K | 0.02% | 338 |
|
|
2018
Q1 | $358K | Sell |
21,169
-1,336
| -6% | -$22.6K | 0.01% | 311 |
|
|
2017
Q4 | $360K | Buy |
+22,505
| New | +$360K | 0.02% | 292 |
|