Colonial River Wealth Management, LLC Incresed Positions in Q3 2024

Colonial River Wealth Management, LLC

  • $201 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KSS
Kohls Corp

Consumer Cyclical
1.9K
+ 11.7%
$18.62 - $22.79 $35.3K - $43.3K
18.1K $382K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
120
+ 2.88%
$85.84 - $85.84 $10.3K - $10.3K
4.29K $368K
GBIL
Goldman Sachs Access Treasury

ETFs
55
+ 1.88%
$99.7 - $100.3 $5.48K - $5.52K
2.98K $299K
VDE
Vanguard Energy ETF

ETFs
57
+ 1.24%
$117.44 - $131.06 $6.69K - $7.47K
4.66K $570K
CVX
Chevron Corp

Energy
124
+ 1.84%
$137.88 - $161.97 $17.1K - $20.1K
6.86K $1.01M
F
Ford Motor CO

Consumer Cyclical
536
+ 1.66%
$9.71 - $14.55 $5.2K - $7.8K
32.8K $346K
DVN
Devon Energy Corp

Energy
138
+ 1.33%
$37.87 - $48.65 $5.23K - $6.71K
10.5K $410K
Activity Summary
Buys All Purchases 122 New Holdings 65 Increased Positions 57 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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