Carson Wealth (CWM LLC)’s CHAMBERS STR PPTYS COM CSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-31,225
| Closed | -$203K | – | 788 |
|
|
2015
Q3 | $203K | Sell |
31,225
-10,336
| -25% | -$67.2K | 0.02% | 206 |
|
|
2015
Q2 | $330K | Hold |
41,561
| – | – | 0.03% | 151 |
|
|
2015
Q1 | $328K | Sell |
41,561
-2,800
| -6% | -$22.1K | 0.03% | 154 |
|
|
2014
Q4 | $358K | Hold |
44,361
| – | – | 0.04% | 148 |
|
|
2014
Q3 | $334K | Sell |
44,361
-4,500
| -9% | -$33.9K | 0.05% | 157 |
|
|
2014
Q2 | $393K | Sell |
48,861
-5,259
| -10% | -$42.3K | 0.07% | 131 |
|
|
2014
Q1 | $421K | Sell |
54,120
-13,500
| -20% | -$105K | 0.06% | 112 |
|
|
2013
Q4 | $517K | Sell |
67,620
-5,625
| -8% | -$43K | 0.08% | 136 |
|
|
2013
Q3 | $643K | Buy |
+73,245
| New | +$643K | 0.17% | 80 |
|