Carson Wealth (CWM LLC)’s CyrusOne Inc Common Stock CONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,430
| Closed | -$128K | – | 4000 |
|
|
2021
Q4 | $128K | Buy |
+1,430
| New | +$128K | ﹤0.01% | 1205 |
|
|
2021
Q2 | $51K | Hold |
711
| – | – | ﹤0.01% | 1391 |
|
|
2021
Q1 | $51K | Hold |
711
| – | – | ﹤0.01% | 1391 |
|
|
2020
Q4 | $51K | Hold |
711
| – | – | ﹤0.01% | 1391 |
|
|
2020
Q3 | $51K | Hold |
711
| – | – | ﹤0.01% | 1391 |
|
|
2020
Q2 | $51K | Hold |
711
| – | – | ﹤0.01% | 1391 |
|
|
2020
Q1 | $51K | Hold |
711
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q4 | $51K | Hold |
711
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q3 | $51K | Hold |
711
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q2 | $51K | Hold |
711
| – | – | ﹤0.01% | 1391 |
|
|
2019
Q1 | $51K | Buy |
711
+367
| +107% | +$26.3K | ﹤0.01% | 1391 |
|
|
2018
Q4 | $18K | Buy |
+344
| New | +$18K | ﹤0.01% | 1179 |
|
|
2018
Q3 | – | Sell |
-17
| Closed | -$1K | – | 2038 |
|
|
2018
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1637 |
|
|
2018
Q1 | $1K | Sell |
17
-117
| -87% | -$6.88K | ﹤0.01% | 1356 |
|
|
2017
Q4 | $8K | Sell |
134
-64
| -32% | -$3.82K | ﹤0.01% | 955 |
|
|
2017
Q3 | $12K | Buy |
+198
| New | +$12K | ﹤0.01% | 854 |
|