Carson Wealth (CWM LLC)’s Vectren Corporation VVC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-275
Closed -$20K 3481
2018
Q4
$20K Buy
+275
New +$19.7K ﹤0.01% 1148
2018
Q3
Sell
-250
Closed -$18K 2079
2018
Q2
$18K Hold
250
﹤0.01% 863
2018
Q1
$16K Hold
250
﹤0.01% 759
2017
Q4
$16K Hold
250
﹤0.01% 760
2017
Q3
$16K Buy
+250
New +$15.7K ﹤0.01% 774
2016
Q4
Sell
-1,279
Closed -$64K 1229
2016
Q3
$64K Buy
1,279
+11
+0.9% +$558 ﹤0.01% 389
2016
Q2
$67K Buy
1,268
+10
+0.8% +$500 ﹤0.01% 349
2016
Q1
$64K Buy
1,258
+11
+0.9% +$496 0.01% 320
2015
Q4
$53K Buy
1,247
+11
+0.9% +$473 0.01% 313
2015
Q3
$52K Buy
+1,236
New +$50.3K 0.01% 286
2014
Q1
Sell
-1,161
Closed -$41K 564
2013
Q4
$41K Buy
+1,161
New +$40.1K 0.01% 289

Other funds holding VVC

Carson Wealth (CWM LLC)'s VVC Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Vectren Corporation (VVC) in Q1 2019, closing a stake of 275 shares — an estimated $20K sold.

Carson Wealth (CWM LLC) first reported a position in VVC in Q4 2013 and held it in 11 quarters. The position peaked at $67K in Q2 2016. 1 fund tracked by Wall St. Rank holds VVC as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Vectren Corporation position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 275 Vectren Corporation shares in Q1 2019, an estimated $20K.
  • Carson Wealth (CWM LLC) first reported a position in Vectren Corporation in Q4 2013 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Vectren Corporation position peaked at $67K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Vectren Corporation as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.