Carolinas Wealth Consulting LLC Closed Holding Positions

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KSS
Kohls Corp

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
725
$50.49 - $64.06 $36.6K - $46.4K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2021 Filed on Aug 17, 2021
8,000
$8.66 - $9.54 $69.3K - $76.3K
INSG
Inseego Corp.

Technology
Q2 2021 Filed on Aug 17, 2021
4,000
$7.46 - $10.55 $29.8K - $42.2K
CVNA
Carvana Co.

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
56
$223.87 - $314.73 $12.5K - $17.6K
Xilinx Inc
Q2 2021 Filed on Aug 17, 2021
6
N/A
BAND
Bandwidth Inc.

Technology
Q2 2021 Filed on Aug 17, 2021
400
$108.85 - $141.11 $43.5K - $56.4K
USO
United States Oil Fund, LP

ETFs
Q2 2021 Filed on Aug 17, 2021
1,000
$40.28 - $50.25 $40.3K - $50.3K
Iac Interactivecorp New
Q2 2021 Filed on Aug 17, 2021
175
N/A
WSM
Williams Sonoma Inc

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
625
$150.93 - $187.04 $94.3K - $117K
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2021 Filed on Aug 17, 2021
550
$30.44 - $38.29 $16.7K - $21.1K
INFY
Infosys LTD

Technology
Q2 2021 Filed on Aug 17, 2021
3,600
$17.31 - $21.45 $62.3K - $77.2K
Ishares Gold Tr
Q2 2021 Filed on Aug 17, 2021
6,000
N/A
Social Capital Hedosopha Hld
Q2 2021 Filed on Aug 17, 2021
100
N/A
FTI
Technip Fmc PLC

Energy
Q2 2021 Filed on Aug 17, 2021
47
$6.93 - $10.6 $326 - $498
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
Q2 2021 Filed on Aug 17, 2021
4,000
$47.92 - $67.93 $192K - $272K
CHGG
Chegg, Inc

Consumer Defensive
Q2 2021 Filed on Aug 17, 2021
1,085
$72.78 - $95.97 $79K - $104K
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
Q2 2021 Filed on Aug 17, 2021
580
$43.43 - $46.46 $25.2K - $26.9K
General Electric CO
Q2 2021 Filed on Aug 17, 2021
4,560
N/A
NVAX
Novavax Inc

Healthcare
Q2 2021 Filed on Aug 17, 2021
165
$121.0 - $257.67 $20K - $42.5K
National Oilwell Varco Inc
Q2 2021 Filed on Aug 17, 2021
220
N/A
SPRU
Spruce Pwr Hldg Corp Com
Q1 2021 Filed on May 17, 2021
0
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2021 Filed on May 17, 2021
30
$92.62 - $97.02 $2.78K - $2.91K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q1 2021 Filed on May 17, 2021
400
$81.15 - $121.94 $32.5K - $48.8K
AIV
Apartment Investment & Management CO

Real Estate
Q1 2021 Filed on May 17, 2021
6
$4.59 - $6.23 $27.5 - $37.4
Marvell Technology Group LTD
Q1 2021 Filed on May 17, 2021
500
N/A
AIRC
Apartment Income Reit Corp.

Real Estate
Q1 2021 Filed on May 17, 2021
6
$36.9 - $45.4 $221 - $272
TRU
Trans Union

Industrials
Q1 2021 Filed on May 17, 2021
531
$84.21 - $95.85 $44.7K - $50.9K
Coresite Rlty Corp
Q1 2021 Filed on May 17, 2021
11
N/A
COHR
Ii Vi Inc

Technology
Q1 2021 Filed on May 17, 2021
13
$148.21 - $260.72 $1.93K - $3.39K
American Intl Group Inc
Q1 2021 Filed on May 17, 2021
2
N/A
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
185
$187.78 - $227.01 $34.7K - $42K
REET
Ishares Global Reit ETF

ETFs
Q1 2021 Filed on May 17, 2021
82
$23.2 - $26.09 $1.9K - $2.14K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2021 Filed on May 17, 2021
100
$308.39 - $444.51 $30.8K - $44.5K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on May 17, 2021
0
$34.27 - $40.01 $0 - $0
CBAY
Cyma Bay Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
10
$4.23 - $6.55 $42.3 - $65.5
Apache Corp
Q1 2021 Filed on May 17, 2021
336
N/A
BHLB
Berkshire Hills Bancorp Inc

Financial Services
Q1 2021 Filed on May 17, 2021
125
$16.58 - $24.38 $2.07K - $3.05K
AMH
American Homes 4 Rent

Real Estate
Q1 2021 Filed on May 17, 2021
394
$29.08 - $33.93 $11.5K - $13.4K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
3,234
$17.74 - $21.49 $57.4K - $69.5K
MPLX
Mplx LP

Energy
Q1 2021 Filed on May 17, 2021
186
$21.97 - $26.36 $4.09K - $4.9K
SH
Proshares Short S&P500 New (De

ETFs
Q1 2021 Filed on May 17, 2021
3,989
$16.76 - $18.21 $66.9K - $72.6K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2021 Filed on May 17, 2021
26
$67.48 - $73.47 $1.75K - $1.91K
BBDC
Barings Bdc, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
478
$8.83 - $10.2 $4.22K - $4.88K
BGB
Blackstone Strategic Credit Fund

Financial Services
Q1 2021 Filed on May 17, 2021
0
$12.42 - $13.4 $0 - $0
Arena Pharmaceuticals Inc
Q1 2021 Filed on May 17, 2021
15
N/A
Flir Sys Inc
Q1 2021 Filed on May 17, 2021
57
N/A
TOWN
Towne Bank (Va)

Financial Services
Q1 2021 Filed on May 17, 2021
1,010
$23.12 - $32.27 $23.4K - $32.6K
Eaton Vance Corp
Q1 2021 Filed on May 17, 2021
14
N/A
UTG
Reaves Utility Income Fund

Financial Services
Q1 2021 Filed on May 17, 2021
1,346
$30.98 - $33.5 $41.7K - $45.1K
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