Carson Wealth (CWM LLC)’s Scana SCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-258
| Closed | -$12K | – | 3462 |
|
|
2018
Q4 | $12K | Sell |
258
-117
| -31% | -$5.44K | ﹤0.01% | 1284 |
|
|
2018
Q3 | $15K | Buy |
375
+117
| +45% | +$4.68K | ﹤0.01% | 1047 |
|
|
2018
Q2 | $10K | Hold |
258
| – | – | ﹤0.01% | 1015 |
|
|
2018
Q1 | $10K | Hold |
258
| – | – | ﹤0.01% | 866 |
|
|
2017
Q4 | $10K | Hold |
258
| – | – | ﹤0.01% | 899 |
|
|
2017
Q3 | $13K | Sell |
258
-13
| -5% | -$655 | ﹤0.01% | 834 |
|
|
2017
Q2 | $18K | Buy |
271
+13
| +5% | +$863 | ﹤0.01% | 658 |
|
|
2017
Q1 | $17K | Hold |
258
| – | – | ﹤0.01% | 634 |
|
|
2016
Q4 | $19K | Sell |
258
-32
| -11% | -$2.36K | ﹤0.01% | 596 |
|
|
2016
Q3 | $21K | Hold |
290
| – | – | ﹤0.01% | 548 |
|
|
2016
Q2 | $22K | Buy |
290
+258
| +806% | +$19.6K | ﹤0.01% | 462 |
|
|
2016
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 696 |
|
|
2015
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 618 |
|
|
2015
Q3 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 592 |
|