Carson Wealth (CWM LLC)
STR

Carson Wealth (CWM LLC)’s QUESTAR CORP STR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,200
Closed -$30K – 1116
2016
Q2 		$30K Hold
1,200
– – ﹤0.01% 423
2016
Q1 		$30K Hold
1,200
– – ﹤0.01% 401
2015
Q4 		$23K Buy
+1,200
New +$23.5K ﹤0.01% 389

Carson Wealth (CWM LLC)'s STR Position: Q3 2016 in Review

Carson Wealth (CWM LLC) sold out of QUESTAR CORP (STR) in Q3 2016, closing a stake of 1,200 shares — an estimated $30K sold.

Carson Wealth (CWM LLC) first reported a position in STR in Q4 2015 and held it in 3 quarters. The position peaked at $30K in Q2 2016. 0 funds tracked by Wall St. Rank hold STR as of Q3 2016.

  • Carson Wealth (CWM LLC) reported no remaining QUESTAR CORP position as of Q3 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,200 QUESTAR CORP shares in Q3 2016, an estimated $30K.
  • Carson Wealth (CWM LLC) first reported a position in QUESTAR CORP in Q4 2015 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s QUESTAR CORP position peaked at $30K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held QUESTAR CORP as of Q3 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2016, filed 17 Oct 2016.