Carson Wealth (CWM LLC)’s CyrusOne Inc Common Stock CONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,430
| Closed | -$128K | – | 4028 |
|
|
2021
Q4 | $128K | Buy |
+1,430
| New | +$121K | ﹤0.01% | 1207 |
|
|
2021
Q2 | $51K | Hold |
711
| – | – | ﹤0.01% | 1393 |
|
|
2021
Q1 | $51K | Hold |
711
| – | – | ﹤0.01% | 1393 |
|
|
2020
Q4 | $51K | Hold |
711
| – | – | ﹤0.01% | 1393 |
|
|
2020
Q3 | $51K | Hold |
711
| – | – | ﹤0.01% | 1393 |
|
|
2020
Q2 | $51K | Hold |
711
| – | – | ﹤0.01% | 1393 |
|
|
2020
Q1 | $51K | Hold |
711
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q4 | $51K | Hold |
711
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q3 | $51K | Hold |
711
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q2 | $51K | Hold |
711
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q1 | $51K | Buy |
711
+367
| +107% | +$19.2K | ﹤0.01% | 1393 |
|
|
2018
Q4 | $18K | Buy |
+344
| New | +$19.7K | ﹤0.01% | 1184 |
|
|
2018
Q3 | – | Sell |
-17
| Closed | -$1K | – | 2043 |
|
|
2018
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1641 |
|
|
2018
Q1 | $1K | Sell |
17
-117
| -87% | -$6.26K | ﹤0.01% | 1357 |
|
|
2017
Q4 | $8K | Sell |
134
-64
| -32% | -$3.88K | ﹤0.01% | 956 |
|
|
2017
Q3 | $12K | Buy |
+198
| New | +$11.8K | ﹤0.01% | 855 |
|