Carson Wealth (CWM LLC)
DCUD

Carson Wealth (CWM LLC)’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DCUD Stock Details DCUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-264
Closed -$14K – 1603
2017
Q4 		$14K Hold
264
– – ﹤0.01% 800
2017
Q3 		$13K Buy
+264
New +$13.4K ﹤0.01% 834

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Carson Wealth (CWM LLC)'s DCUD Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Dominion Energy, Inc 2016 Series A Corporate Units (DCUD) in Q1 2018, closing a stake of 264 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in DCUD in Q3 2017 and held it in 2 quarters. The position peaked at $14K in Q4 2017. 52 funds tracked by Wall St. Rank hold DCUD as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Dominion Energy, Inc 2016 Series A Corporate Units position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 264 Dominion Energy, Inc 2016 Series A Corporate Units shares in Q1 2018, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in Dominion Energy, Inc 2016 Series A Corporate Units in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Dominion Energy, Inc 2016 Series A Corporate Units position peaked at $14K in Q4 2017.
  • 52 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A Corporate Units as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.