Carson Wealth (CWM LLC)’s RELX N.V. RENX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RENX Stock Details RENX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-240	Closed	-$5K	–	2100
2018 Q2	$5K	Buy	+240	New	+$5.15K	﹤0.01%	1223
2018 Q1	–	Sell	-148	Closed	-$3K	–	1644
2017 Q4	$3K	Hold	148	–	–	﹤0.01%	1246
2017 Q3	$3K	Buy	+148	New	+$3.1K	﹤0.01%	1255

Other funds holding RENX

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RENX Position: Q3 2018 in Review

Carson Wealth (CWM LLC) sold out of RELX N.V. (RENX) in Q3 2018, closing a stake of 240 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in RENX in Q3 2017 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 3 funds tracked by Wall St. Rank hold RENX as of Q3 2018.

Carson Wealth (CWM LLC) reported no remaining RELX N.V. position as of Q3 2018 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 240 RELX N.V. shares in Q3 2018, an estimated $5K.
Carson Wealth (CWM LLC) first reported a position in RELX N.V. in Q3 2017 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s RELX N.V. position peaked at $5K in Q2 2018.
3 funds tracked by Wall St. Rank held RELX N.V. as of Q3 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2018, filed 29 Oct 2018.