Carson Wealth (CWM LLC)’s CPFL Energia S.A. CPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-856
| Closed | -$13K | – | 1221 |
|
|
2016
Q3 | $13K | Buy |
856
+7
| +0.8% | +$106 | ﹤0.01% | 645 |
|
|
2016
Q2 | $11K | Sell |
849
-1
| -0.1% | -$13 | ﹤0.01% | 548 |
|
|
2016
Q1 | $9K | Hold |
850
| – | – | ﹤0.01% | 545 |
|
|
2015
Q4 | $6K | Hold |
850
| – | – | ﹤0.01% | 507 |
|
|
2015
Q3 | $6K | Buy |
+850
| New | +$6K | ﹤0.01% | 488 |
|
|
2014
Q1 | – | Sell |
-967
| Closed | -$15K | – | 506 |
|
|
2013
Q4 | $15K | Buy |
+967
| New | +$15K | ﹤0.01% | 370 |
|