Carson Wealth (CWM LLC)
SWP

Carson Wealth (CWM LLC)’s Stanley Black & Decker, Inc. Corporate Units SWP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SWP Stock Details SWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-89
Closed -$11K – 1589
2017
Q4 		$11K Hold
89
– – ﹤0.01% 874
2017
Q3 		$10K Buy
+89
New +$9.81K ﹤0.01% 899

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Franklin Resources
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Invesco
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Manulife (Manufacturers Life Insurance)
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Calamos Advisors
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Lord, Abbett & Co
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Carson Wealth (CWM LLC)'s SWP Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Stanley Black & Decker, Inc. Corporate Units (SWP) in Q1 2018, closing a stake of 89 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in SWP in Q3 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 44 funds tracked by Wall St. Rank hold SWP as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Stanley Black & Decker, Inc. Corporate Units position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 89 Stanley Black & Decker, Inc. Corporate Units shares in Q1 2018, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in Stanley Black & Decker, Inc. Corporate Units in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Stanley Black & Decker, Inc. Corporate Units position peaked at $11K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. Corporate Units as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.