Carson Wealth (CWM LLC)’s Schulman (A.) Inc SHLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-9
Closed 2086
2018
Q2
$0 Hold
9
﹤0.01% 1829
2018
Q1
$0 Hold
9
﹤0.01% 1619
2017
Q4
$0 Hold
9
﹤0.01% 1646
2017
Q3
$0 Hold
9
﹤0.01% 1616
2017
Q2
$0 Hold
9
﹤0.01% 1368
2017
Q1
$0 Buy
+9
New +$299 ﹤0.01% 1389

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

Carson Wealth (CWM LLC) sold out of Schulman (A.) Inc (SHLM) in Q3 2018, closing a stake of 9 shares.

Carson Wealth (CWM LLC) first reported a position in SHLM in Q1 2017 and held it in 6 quarters. The position peaked at $0 in Q2 2018. 0 funds tracked by Wall St. Rank hold SHLM as of Q3 2018.

  • Carson Wealth (CWM LLC) reported no remaining Schulman (A.) Inc position as of Q3 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9 Schulman (A.) Inc shares in Q3 2018.
  • Carson Wealth (CWM LLC) first reported a position in Schulman (A.) Inc in Q1 2017 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Schulman (A.) Inc position peaked at $0 in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q3 2018.

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