Carson Wealth (CWM LLC)
TWX

Carson Wealth (CWM LLC)’s Time Warner Inc TWX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TWX Stock Details TWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-284
Closed -$27K – 1832
2018
Q1 		$27K Sell
284
-519
-65% -$48.9K ﹤0.01% 660
2017
Q4 		$73K Sell
803
-21
-3% -$1.98K ﹤0.01% 469
2017
Q3 		$84K Buy
824
+21
+3% +$2.13K ﹤0.01% 437
2017
Q2 		$81K Sell
803
-1,150
-59% -$114K ﹤0.01% 407
2017
Q1 		$191K Sell
1,953
-6
-0.3% -$581 0.01% 295
2016
Q4 		$189K Sell
1,959
-562
-22% -$50K 0.01% 277
2016
Q3 		$201K Buy
2,521
+477
+23% +$37.3K 0.01% 260
2016
Q2 		$150K Sell
2,044
-65
-3% -$4.81K 0.01% 264
2016
Q1 		$153K Buy
2,109
+1,922
+1,028% +$132K 0.01% 246
2015
Q4 		$12K Sell
187
-12
-6% -$839 ﹤0.01% 451
2015
Q3 		$14K Buy
+199
New +$15.6K ﹤0.01% 413
2014
Q1 		– Sell
-264
Closed -$18K – 570
2013
Q4 		$18K Hold
264
– – ﹤0.01% 387
2013
Q3 		$17K Buy
+264
New +$15.8K ﹤0.01% 287

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