Carson Wealth (CWM LLC)’s El Paso Energy Capital Trust I EP.PRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-81
| Closed | -$4K | – | 4223 |
|
|
2023
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 3548 |
|
|
2023
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 3511 |
|
|
2023
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 3372 |
|
|
2022
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 3279 |
|
|
2022
Q3 | $4K | Buy |
81
+1
| +1% | +$49 | ﹤0.01% | 3157 |
|
|
2022
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 3065 |
|
|
2022
Q1 | – | Sell |
-78
| Closed | -$4K | – | 3594 |
|
|
2021
Q4 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 2807 |
|