Carson Wealth (CWM LLC)
WP

Carson Wealth (CWM LLC)’s Worldpay, Inc. WP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WP Stock Details WP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-501
Closed -$38K – 3464
2018
Q4 		$38K Buy
501
+278
+125% +$24.2K ﹤0.01% 957
2018
Q3 		$23K Buy
223
+22
+11% +$2.01K ﹤0.01% 923
2018
Q2 		$16K Buy
201
+61
+44% +$4.99K ﹤0.01% 890
2018
Q1 		$12K Buy
+140
New +$11.1K ﹤0.01% 825
2017
Q4 		– Sell
-322
Closed -$23K – 1636
2017
Q3 		$23K Buy
322
+219
+213% +$14.9K ﹤0.01% 682
2017
Q2 		$7K Buy
+103
New +$6.47K ﹤0.01% 846
2014
Q1 		– Sell
-117
Closed -$4K – 562
2013
Q4 		$4K Buy
117
+10
+9% +$289 ﹤0.01% 555
2013
Q3 		$3K Buy
+107
New +$2.92K ﹤0.01% 421

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