Carson Wealth (CWM LLC)
SE

Carson Wealth (CWM LLC)’s Spectra Energy Corp Wi SE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-695
Closed -$29K – 1406
2016
Q4 		$29K Buy
695
+103
+17% +$4.27K ﹤0.01% 526
2016
Q3 		$25K Hold
592
– – ﹤0.01% 526
2016
Q2 		$22K Hold
592
– – ﹤0.01% 465
2016
Q1 		$18K Hold
592
– – ﹤0.01% 459
2015
Q4 		$14K Sell
592
-84
-12% -$2.23K ﹤0.01% 432
2015
Q3 		$18K Buy
+676
New +$19.7K ﹤0.01% 383
2014
Q1 		– Sell
-14,962
Closed -$533K – 583
2013
Q4 		$533K Sell
14,962
-1,300
-8% -$44.7K 0.08% 136
2013
Q3 		$557K Buy
+16,262
New +$562K 0.15% 101

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