CAROLINA WEALTH ADVISORS, LLC – Xtrackers S&P 500 ESG ETF Transaction History
CAROLINA WEALTH ADVISORS, LLC portfolio value:
$31,000
portfolio value
CAROLINA WEALTH ADVISORS, LLC quarter portfolio value change:
-6.06%
quarter
Xtrackers S&P 500 ESG ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +25.00% | 194 shares | 4K | $32.08 | 970 |
| Q2 2022 | share | Decrease | -52.10% | -844 shares | -39K | $34.15 | 776 |
| Q1 2022 | share | 0.00% | 0 shares | -3K | $40.96 | 1.62K | |
| Q4 2021 | share | Increase | +53.85% | 567 shares | 29K | $42.79 | 1.62K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $37.96 | 1.05K | |
| Q2 2021 | share | 0.00% | 0 shares | 3K | $37.66 | 1.05K | |
| Q1 2021 | share | 0.00% | 0 shares | 2K | $34.56 | 1.05K | |
| Q4 2020 | share | Increase | +16.74% | 151 shares | 8K | $32.57 | 1.05K |
| Q3 2020 | share | Increase | 0.00% | 902 shares | 27K | $29.24 | 902 |