Carson Wealth (CWM LLC)
VR

Carson Wealth (CWM LLC)’s Validus Hold Ltd VR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-981
Closed -$51K – 1617
2017
Q2 		$51K Hold
981
– – ﹤0.01% 476
2017
Q1 		$55K Buy
+981
New +$55.9K ﹤0.01% 443
2014
Q1 		– Sell
-131
Closed -$5K – 569
2013
Q4 		$5K Hold
131
– – ﹤0.01% 533
2013
Q3 		$5K Buy
+131
New +$4.63K ﹤0.01% 387

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