Carson Wealth (CWM LLC)’s SANDRIDGE PERMIAN TRUST PER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,315
| Closed | -$7K | – | 1217 |
|
|
2016
Q3 | $7K | Buy |
2,315
+98
| +4% | +$296 | ﹤0.01% | 783 |
|
|
2016
Q2 | $6K | Buy |
2,217
+77
| +4% | +$208 | ﹤0.01% | 612 |
|
|
2016
Q1 | $6K | Buy |
2,140
+158
| +8% | +$443 | ﹤0.01% | 586 |
|
|
2015
Q4 | $6K | Buy |
1,982
+116
| +6% | +$351 | ﹤0.01% | 506 |
|
|
2015
Q3 | $8K | Buy |
+1,866
| New | +$8K | ﹤0.01% | 467 |
|