CAROLINA WEALTH ADVISORS, LLC – Transaction History
CAROLINA WEALTH ADVISORS, LLC portfolio value:
$155,000
portfolio value
CAROLINA WEALTH ADVISORS, LLC quarter portfolio value change:
+54.87%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.00% | 16 shares | 56K | $95.57 | 1.62K |
| Q2 2022 | share | Increase | +11.15% | 161 shares | -26K | $61.71 | 1.60K |
| Q1 2022 | share | Increase | +5.02% | 69 shares | -4K | $86.37 | 1.44K |
| Q4 2021 | share | Increase | +2.31% | 31 shares | 19K | $93.25 | 1.37K |
| Q3 2021 | share | Decrease | -0.22% | -3 shares | 18K | $81.68 | 1.34K |
| Q2 2021 | share | Increase | +18.68% | 212 shares | 23K | $68.11 | 1.34K |
| Q1 2021 | share | Increase | +87.91% | 531 shares | 36K | $60.44 | 1.13K |
| Q4 2020 | share | 0.00% | 0 shares | -4K | $54.54 | 604 | |
| Q3 2020 | share | Decrease | -15.64% | -112 shares | 6K | $60.9 | 604 |
| Q2 2020 | share | 0.00% | 0 shares | 13K | $43.03 | 716 | |
| Q1 2020 | share | Decrease | -29.04% | -293 shares | -10K | $25.67 | 716 |
| Q4 2019 | share | Increase | 0.00% | 1.00K shares | 28K | $27.57 | 1.00K |