Carson Wealth (CWM LLC)’s Potash Corp Of Saskatchewan POT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-486,295
| Closed | -$10M | – | 1632 |
|
|
2017
Q4 | $10M | Sell |
486,295
-96,612
| -17% | -$2M | 0.45% | 56 |
|
|
2017
Q3 | $11.2M | Buy |
582,907
+61,507
| +12% | +$1.18M | 0.53% | 50 |
|
|
2017
Q2 | $8.5M | Sell |
521,400
-12,001
| -2% | -$196K | 0.44% | 56 |
|
|
2017
Q1 | $9.11M | Buy |
533,401
+8,725
| +2% | +$149K | 0.52% | 47 |
|
|
2016
Q4 | $9.49M | Buy |
524,676
+187,309
| +56% | +$3.39M | 0.58% | 47 |
|
|
2016
Q3 | $5.51M | Buy |
337,367
+28,635
| +9% | +$467K | 0.38% | 78 |
|
|
2016
Q2 | $5.01M | Buy |
308,732
+34,042
| +12% | +$553K | 0.37% | 83 |
|
|
2016
Q1 | $4.68M | Buy |
274,690
+29,146
| +12% | +$496K | 0.41% | 79 |
|
|
2015
Q4 | $4.2M | Buy |
245,544
+54,263
| +28% | +$929K | 0.41% | 82 |
|
|
2015
Q3 | $3.93M | Buy |
191,281
+7,224
| +4% | +$148K | 0.4% | 87 |
|
|
2015
Q2 | $5.7M | Buy |
184,057
+9,227
| +5% | +$286K | 0.55% | 76 |
|
|
2015
Q1 | $5.64M | Buy |
174,830
+4,900
| +3% | +$158K | 0.57% | 67 |
|
|
2014
Q4 | $6M | Buy |
169,930
+25,505
| +18% | +$901K | 0.73% | 38 |
|
|
2014
Q3 | $4.99M | Buy |
144,425
+18,287
| +14% | +$632K | 0.72% | 39 |
|
|
2014
Q2 | $4.79M | Buy |
126,138
+20,960
| +20% | +$796K | 0.86% | 36 |
|
|
2014
Q1 | $3.81M | Buy |
105,178
+18,224
| +21% | +$660K | 0.52% | 50 |
|
|
2013
Q4 | $2.87M | Buy |
86,954
+9,972
| +13% | +$329K | 0.45% | 50 |
|
|
2013
Q3 | $2.41M | Buy |
+76,982
| New | +$2.41M | 0.63% | 42 |
|