Carson Wealth (CWM LLC)’s WABCO HOLDINGS INC. WBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-125
| Closed | -$15K | – | 2320 |
|
|
2018
Q3 | $15K | Buy |
125
+3
| +2% | +$360 | ﹤0.01% | 1045 |
|
|
2018
Q2 | $14K | Sell |
122
-3
| -2% | -$344 | ﹤0.01% | 917 |
|
|
2018
Q1 | $17K | Buy |
125
+3
| +2% | +$408 | ﹤0.01% | 745 |
|
|
2017
Q4 | $18K | Buy |
122
+20
| +20% | +$2.95K | ﹤0.01% | 727 |
|
|
2017
Q3 | $15K | Buy |
102
+95
| +1,357% | +$14K | ﹤0.01% | 798 |
|
|
2017
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1168 |
|
|
2017
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1133 |
|