Carolina Wealth Advisors’s Peabody Energy BTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,612
| Closed | -$75.6K | – | 289 |
|
2024
Q4 | $75.6K | Sell |
3,612
-104
| -3% | -$2.18K | 0.04% | 88 |
|
2024
Q3 | $98.6K | Buy |
+3,716
| New | +$98.6K | 0.05% | 74 |
|
2023
Q3 | – | Sell |
-21,679
| Closed | -$470K | – | 269 |
|
2023
Q2 | $470K | Buy |
21,679
+1,331
| +7% | +$28.8K | 0.28% | 48 |
|
2023
Q1 | $521K | Buy |
20,348
+2,955
| +17% | +$75.6K | 0.31% | 42 |
|
2022
Q4 | $460K | Buy |
17,393
+1,591
| +10% | +$42.1K | 0.29% | 41 |
|
2022
Q3 | $392K | Buy |
15,802
+1,445
| +10% | +$35.8K | 0.31% | 37 |
|
2022
Q2 | $306K | Sell |
14,357
-11,808
| -45% | -$252K | 0.2% | 56 |
|
2022
Q1 | $642K | Buy |
+26,165
| New | +$642K | 0.41% | 32 |
|