Carson Wealth (CWM LLC)
SDD icon

Carson Wealth (CWM LLC)’s ProShares UltraShort SmallCap600 SDD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SDD Stock Details SDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-52
Closed -$17K – 748
2015
Q3 		$17K Buy
+52
New +$15.8K ﹤0.01% 385

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Carson Wealth (CWM LLC)'s SDD Position: Q4 2015 in Review

Carson Wealth (CWM LLC) sold out of ProShares UltraShort SmallCap600 (SDD) in Q4 2015, closing a stake of 52 shares — an estimated $17K sold.

Carson Wealth (CWM LLC) first reported a position in SDD in Q3 2015 and held it in 1 quarter. The position peaked at $17K in Q3 2015. 6 funds tracked by Wall St. Rank hold SDD as of Q4 2015.

  • Carson Wealth (CWM LLC) reported no remaining ProShares UltraShort SmallCap600 position as of Q4 2015 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 52 ProShares UltraShort SmallCap600 shares in Q4 2015, an estimated $17K.
  • Carson Wealth (CWM LLC) first reported a position in ProShares UltraShort SmallCap600 in Q3 2015 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s ProShares UltraShort SmallCap600 position peaked at $17K in Q3 2015.
  • 6 funds tracked by Wall St. Rank held ProShares UltraShort SmallCap600 as of Q4 2015.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2015, filed 1 Feb 2016.