Carson Wealth (CWM LLC)’s SIGMA - ALDRICH CORP SIAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-41	Closed	-$6K	–	794
2015 Q3	$6K	Buy	+41	New	+$5.72K	﹤0.01%	493
2014 Q1	–	Sell	-524	Closed	-$49K	–	601
2013 Q4	$49K	Buy	524 +6	+1%	+$521	0.01%	267
2013 Q3	$44K	Buy	+518	New	+$43.6K	0.01%	195

Other funds holding SIAL

CCS

Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of SIGMA - ALDRICH CORP (SIAL) in Q4 2015, closing a stake of 41 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in SIAL in Q3 2013 and held it in 3 quarters. The position peaked at $49K in Q4 2013. 1 fund tracked by Wall St. Rank holds SIAL as of Q4 2015.

Carson Wealth (CWM LLC) reported no remaining SIGMA - ALDRICH CORP position as of Q4 2015 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 41 SIGMA - ALDRICH CORP shares in Q4 2015, an estimated $6K.
Carson Wealth (CWM LLC) first reported a position in SIGMA - ALDRICH CORP in Q3 2013 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s SIGMA - ALDRICH CORP position peaked at $49K in Q4 2013.
1 fund tracked by Wall St. Rank held SIGMA - ALDRICH CORP as of Q4 2015.

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