CAROLINA WEALTH ADVISORS, LLC – Transaction History
CAROLINA WEALTH ADVISORS, LLC portfolio value:
$718,000
portfolio value
CAROLINA WEALTH ADVISORS, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.79% | 449 shares | -71K | $28.13 | 25.53K |
| Q2 2022 | share | Increase | +1.51% | 373 shares | -118K | $31.45 | 25.08K |
| Q1 2022 | share | Increase | +1.62% | 395 shares | -38K | $36.72 | 24.70K |
| Q4 2021 | share | Increase | +3.42% | 805 shares | 35K | $38.93 | 24.31K |
| Q3 2021 | share | Increase | +1.61% | 372 shares | -3K | $38.7 | 23.50K |
| Q2 2021 | share | Increase | +1.35% | 309 shares | 54K | $39.45 | 23.13K |
| Q1 2021 | share | Decrease | -3.51% | -830 shares | 7K | $37.3 | 22.82K |
| Q4 2020 | share | Increase | +0.57% | 133 shares | 113K | $35.7 | 23.65K |
| Q3 2020 | share | Increase | +5.16% | 1.15K shares | 74K | $30.69 | 23.52K |
| Q2 2020 | share | Increase | +1.76% | 386 shares | 97K | $29.08 | 22.36K |
| Q1 2020 | share | Increase | +9.16% | 1.84K shares | -109K | $25.05 | 21.98K |
| Q4 2019 | share | Increase | 0.00% | 20.13K shares | 677K | $32.61 | 20.13K |