CWA
Carolina Wealth Advisors’s Caleres CAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,628
| Closed | -$166K | – | 279 |
|
|
2025
Q1 | $166K | Sell |
9,628
-14,250
| -60% | -$246K | 0.09% | 73 |
|
|
2024
Q4 | $553K | Buy |
23,878
+436
| +2% | +$10.1K | 0.3% | 43 |
|
|
2024
Q3 | $775K | Sell |
23,442
-2,124
| -8% | -$70.2K | 0.39% | 30 |
|
|
2024
Q2 | $859K | Buy |
25,566
+2,808
| +12% | +$94.3K | 0.42% | 29 |
|
|
2024
Q1 | $934K | Sell |
22,758
-62
| -0.3% | -$2.54K | 0.51% | 27 |
|
|
2023
Q4 | $701K | Sell |
22,820
-390
| -2% | -$12K | 0.36% | 34 |
|
|
2023
Q3 | $668K | Buy |
23,210
+1,402
| +6% | +$40.3K | 0.38% | 30 |
|
|
2023
Q2 | $522K | Buy |
21,808
+1,274
| +6% | +$30.5K | 0.31% | 40 |
|
|
2023
Q1 | $444K | Buy |
20,534
+3,107
| +18% | +$67.2K | 0.26% | 60 |
|
|
2022
Q4 | $388K | Buy |
17,427
+1,932
| +12% | +$43K | 0.24% | 51 |
|
|
2022
Q3 | $375K | Buy |
15,495
+1,512
| +11% | +$36.6K | 0.29% | 40 |
|
|
2022
Q2 | $367K | Buy |
13,983
+2,149
| +18% | +$56.4K | 0.24% | 39 |
|
|
2022
Q1 | $229K | Buy |
11,834
+1,058
| +10% | +$20.5K | 0.14% | 76 |
|
|
2021
Q4 | $244K | Buy |
10,776
+2,761
| +34% | +$62.5K | 0.14% | 65 |
|
|
2021
Q3 | $178K | Buy |
+8,015
| New | +$178K | 0.12% | 72 |
|