Carolinas Wealth Consulting LLC Schwab Strategic Us Tips ETF Transaction History

Carolinas Wealth Consulting LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$49.69 - $52.46 $496 - $524	-10 Reduced 3.16%	306 $15,000
Q3 2023 Nov 14, 2023	SELL	$50.37 - $52.48 $9,922 - $10,338	-197 Reduced 38.4%	316 $15,000
Q2 2023 Aug 14, 2023	BUY	$52.18 - $54.02 $260 - $270	5 Added 0.98%	513 $26,000
Q4 2022 Feb 14, 2023	BUY	$51.47 - $53.83 $514 - $538	10 Added 2.01%	508 $26,000
Q3 2022 Nov 14, 2022	SELL	$51.8 - $57.88 $4,092 - $4,572	-79 Reduced 13.69%	498 $26,000
Q2 2022 Aug 16, 2022	BUY	$55.59 - $60.15 $667 - $721	12 Added 2.12%	577 $32,000
Q1 2022 May 17, 2022	BUY	$59.94 - $62.99 $179 - $188	3 Added 0.53%	565 $34,000
Q4 2021 Feb 14, 2022	BUY	$62.25 - $63.89 $34,984 - $35,906	562 New	562 $35,000

686

156M

60.2K

1.3K

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.