V Wealth Advisors’s Carbonite Inc CARB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-13,100
| Closed | -$467K | – | 287 |
|
2018
Q4 | $467K | Hold |
13,100
| – | – | 0.24% | 105 |
|
2018
Q3 | $467K | Hold |
13,100
| – | – | 0.22% | 117 |
|
2018
Q2 | $457K | Buy |
13,100
+385
| +3% | +$13.4K | 0.26% | 106 |
|
2018
Q1 | $376K | Sell |
12,715
-40
| -0.3% | -$1.18K | 0.2% | 124 |
|
2017
Q4 | $320K | Buy |
12,755
+138
| +1% | +$3.46K | 0.16% | 142 |
|
2017
Q3 | $277K | Hold |
12,617
| – | – | 0.14% | 143 |
|
2017
Q2 | $275K | Buy |
+12,617
| New | +$275K | 0.13% | 147 |
|