Carolina Wealth Advisors, LLC Spdr Portfolio Transaction History

Carolina Wealth Advisors, LLC

  • $221 Million
  • Q3 2025

A detailed history of Carolina Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 70 shares of SPMD stock, worth $3,938. This represents 0.0% of its overall portfolio holdings.

Number of Shares
70
Previous 70 -0.0%
Holding current value
$3,938
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$50.29 - $54.92 $30,174 - $32,952
-600 Reduced 89.55%
70 $3,000
Q2 2023

Jul 17, 2023
SELL
$42.21 - $45.89 $8,442 - $9,178
-200 Reduced 22.99%
670 $30,000
Q4 2022

Jan 10, 2023
BUY
$39.32 - $45.21 $3,932 - $4,521
100 Added 12.99%
870 $37,000
Q2 2022

Jul 19, 2022
BUY
$38.67 - $47.45 $7,734 - $9,490
200 Added 35.09%
770 $31,000
Q1 2020

Apr 09, 2020
SELL
$21.39 - $37.02 $7,272 - $12,586
-340 Reduced 37.36%
570 $14,000
Q4 2019

Feb 07, 2020
BUY
$32.63 - $36.43 $29,693 - $33,151
910 New
910 $33,000

Others Institutions Holding SPMD

# of Institutions
806
Shares Held
232M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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