Carson Wealth (CWM LLC)’s SELECT INCOME REIT SIR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-37	Closed	–	–	3485
2018 Q4	$0	Buy	+37	New	+$311	﹤0.01%	2346
2018 Q2	–	Sell	-262	Closed	-$2K	–	1825
2018 Q1	$2K	Buy	+262	New	+$2.39K	﹤0.01%	1229
2017 Q2	–	Sell	-983	Closed	-$11K	–	1366
2017 Q1	$11K	Buy	+983	New	+$11K	﹤0.01%	736

Carson Wealth (CWM LLC)'s SIR Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of SELECT INCOME REIT (SIR) in Q1 2019, closing a stake of 37 shares.

Carson Wealth (CWM LLC) first reported a position in SIR in Q1 2017 and held it in 3 quarters. The position peaked at $11K in Q1 2017. 0 funds tracked by Wall St. Rank hold SIR as of Q1 2019.

Carson Wealth (CWM LLC) reported no remaining SELECT INCOME REIT position as of Q1 2019 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 37 SELECT INCOME REIT shares in Q1 2019.
Carson Wealth (CWM LLC) first reported a position in SELECT INCOME REIT in Q1 2017 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s SELECT INCOME REIT position peaked at $11K in Q1 2017.
0 funds tracked by Wall St. Rank held SELECT INCOME REIT as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.