Carson Wealth (CWM LLC)
LNKD

Carson Wealth (CWM LLC)’s LinkedIn Corporation LNKD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LNKD Stock Details LNKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-31
Closed -$6K – 1258
2016
Q3 		$6K Sell
31
-11
-26% -$2.11K ﹤0.01% 812
2016
Q2 		$8K Buy
42
+1
+2% +$139 ﹤0.01% 585
2016
Q1 		$5K Hold
41
– – ﹤0.01% 611
2015
Q4 		$9K Hold
41
– – ﹤0.01% 483
2015
Q3 		$8K Buy
+41
New +$8.14K ﹤0.01% 473
2014
Q1 		– Sell
-70
Closed -$15K – 644
2013
Q4 		$15K Buy
70
+42
+150% +$9.56K ﹤0.01% 405
2013
Q3 		$7K Buy
+28
New +$6.31K ﹤0.01% 358

Other funds holding LNKD

YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
FPF
FNY Partners Fund New York $183M AUM 32.57% 1-Year Est. Return