Carson Wealth (CWM LLC)’s China Mobile Limited CHL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-25,583
| Closed | -$1.23M | – | 3480 |
|
|
2018
Q4 | $1.23M | Buy |
25,583
+20,186
| +374% | +$969K | 0.03% | 345 |
|
|
2018
Q3 | $264K | Buy |
5,397
+5,243
| +3,405% | +$256K | 0.01% | 469 |
|
|
2018
Q2 | $7K | Buy |
+154
| New | +$7K | ﹤0.01% | 1127 |
|
|
2018
Q1 | – | Sell |
-232
| Closed | -$12K | – | 1641 |
|
|
2017
Q4 | $12K | Buy |
232
+37
| +19% | +$1.91K | ﹤0.01% | 846 |
|
|
2017
Q3 | $10K | Buy |
+195
| New | +$10K | ﹤0.01% | 901 |
|
|
2016
Q4 | – | Sell |
-70
| Closed | -$4K | – | 1252 |
|
|
2016
Q3 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 865 |
|
|
2016
Q2 | – | Sell |
-155
| Closed | -$9K | – | 914 |
|
|
2016
Q1 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 547 |
|