Carson Wealth (CWM LLC)’s Shaw Communications Inc. SJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,518
| Closed | -$45K | – | 4589 |
|
|
2023
Q1 | $45K | Buy |
1,518
+491
| +48% | +$14.6K | ﹤0.01% | 1937 |
|
|
2022
Q4 | $30K | Buy |
1,027
+417
| +68% | +$12.2K | ﹤0.01% | 2095 |
|
|
2022
Q3 | $15K | Sell |
610
-322
| -35% | -$7.92K | ﹤0.01% | 2442 |
|
|
2022
Q2 | $27K | Buy |
932
+217
| +30% | +$6.29K | ﹤0.01% | 1954 |
|
|
2022
Q1 | $22K | Buy |
715
+392
| +121% | +$12.1K | ﹤0.01% | 2035 |
|
|
2021
Q4 | $10K | Buy |
+323
| New | +$10K | ﹤0.01% | 2372 |
|
|
2019
Q1 | – | Sell |
-73
| Closed | -$1K | – | 3327 |
|
|
2018
Q4 | $1K | Sell |
73
-49
| -40% | -$671 | ﹤0.01% | 2028 |
|
|
2018
Q3 | $2K | Hold |
122
| – | – | ﹤0.01% | 1581 |
|
|
2018
Q2 | $2K | Buy |
+122
| New | +$2K | ﹤0.01% | 1442 |
|