Carson Wealth (CWM LLC)
LVNTA

Carson Wealth (CWM LLC)’s Liberty Interactive Corporation Series A Liberty Ventures LVNTA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LVNTA Stock Details LVNTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-17
Closed -$1K – 1624
2017
Q4 		$1K Sell
17
-30
-64% -$1.71K ﹤0.01% 1436
2017
Q3 		$3K Buy
47
+30
+176% +$1.74K ﹤0.01% 1252
2017
Q2 		$1K Hold
17
– – ﹤0.01% 1179
2017
Q1 		$1K Hold
17
– – ﹤0.01% 1144
2016
Q4 		$1K Buy
17
+16
+1,600% +$629 ﹤0.01% 1088
2016
Q3 		$0 Hold
1
– – ﹤0.01% 1108
2016
Q2 		$0 Sell
1
-5
-83% -$190 ﹤0.01% 902
2016
Q1 		$0 Buy
+6
New +$228 ﹤0.01% 843
2015
Q4 		– Sell
-6
Closed – – 774
2015
Q3 		$0 Buy
+6
New +$243 ﹤0.01% 671

Other funds holding LVNTA

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Liberty Interactive Corporation Series A Liberty Ventures (LVNTA) in Q1 2018, closing a stake of 17 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in LVNTA in Q3 2015 and held it in 9 quarters. The position peaked at $3K in Q3 2017. 2 funds tracked by Wall St. Rank hold LVNTA as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Liberty Interactive Corporation Series A Liberty Ventures position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 17 Liberty Interactive Corporation Series A Liberty Ventures shares in Q1 2018, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Liberty Interactive Corporation Series A Liberty Ventures in Q3 2015 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Liberty Interactive Corporation Series A Liberty Ventures position peaked at $3K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Liberty Interactive Corporation Series A Liberty Ventures as of Q1 2018.

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