Carson Wealth (CWM LLC)’s Vectren Corporation VVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-275
| Closed | -$20K | – | 3459 |
|
|
2018
Q4 | $20K | Buy |
+275
| New | +$20K | ﹤0.01% | 1143 |
|
|
2018
Q3 | – | Sell |
-250
| Closed | -$18K | – | 2074 |
|
|
2018
Q2 | $18K | Hold |
250
| – | – | ﹤0.01% | 859 |
|
|
2018
Q1 | $16K | Hold |
250
| – | – | ﹤0.01% | 758 |
|
|
2017
Q4 | $16K | Hold |
250
| – | – | ﹤0.01% | 759 |
|
|
2017
Q3 | $16K | Buy |
+250
| New | +$16K | ﹤0.01% | 773 |
|
|
2016
Q4 | – | Sell |
-1,279
| Closed | -$64K | – | 1227 |
|
|
2016
Q3 | $64K | Buy |
1,279
+11
| +0.9% | +$550 | ﹤0.01% | 388 |
|
|
2016
Q2 | $67K | Buy |
1,268
+10
| +0.8% | +$528 | ﹤0.01% | 348 |
|
|
2016
Q1 | $64K | Buy |
1,258
+11
| +0.9% | +$560 | 0.01% | 319 |
|
|
2015
Q4 | $53K | Buy |
1,247
+11
| +0.9% | +$468 | 0.01% | 312 |
|
|
2015
Q3 | $52K | Buy |
+1,236
| New | +$52K | 0.01% | 285 |
|
|
2014
Q1 | – | Sell |
-1,161
| Closed | -$41K | – | 515 |
|
|
2013
Q4 | $41K | Buy |
+1,161
| New | +$41K | 0.01% | 267 |
|