Carson Wealth (CWM LLC)’s Starwood Waypoint Homes SFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-128	Closed	-$5K	–	1658
2017 Q3	$5K	Buy	+128	New	+$4.57K	﹤0.01%	1109

Carson Wealth (CWM LLC)'s SFR Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Starwood Waypoint Homes (SFR) in Q4 2017, closing a stake of 128 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in SFR in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 1 fund tracked by Wall St. Rank holds SFR as of Q4 2017.

Carson Wealth (CWM LLC) reported no remaining Starwood Waypoint Homes position as of Q4 2017 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 128 Starwood Waypoint Homes shares in Q4 2017, an estimated $5K.
Carson Wealth (CWM LLC) first reported a position in Starwood Waypoint Homes in Q3 2017 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Starwood Waypoint Homes position peaked at $5K in Q3 2017.
1 fund tracked by Wall St. Rank held Starwood Waypoint Homes as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.