Carson Wealth (CWM LLC)’s Reynolds American Inc RAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-765
| Closed | -$43K | – | 1400 |
|
|
2016
Q4 | $43K | Buy |
765
+253
| +49% | +$14.2K | ﹤0.01% | 471 |
|
|
2016
Q3 | $24K | Hold |
512
| – | – | ﹤0.01% | 532 |
|
|
2016
Q2 | $28K | Hold |
512
| – | – | ﹤0.01% | 430 |
|
|
2016
Q1 | $26K | Sell |
512
-8
| -2% | -$406 | ﹤0.01% | 418 |
|
|
2015
Q4 | $24K | Buy |
520
+8
| +2% | +$369 | ﹤0.01% | 382 |
|
|
2015
Q3 | $23K | Buy |
+512
| New | +$23K | ﹤0.01% | 356 |
|