Carolina Wealth Advisors’s Avis CAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,118
| Closed | -$97.9K | – | 303 |
|
2024
Q3 | $97.9K | Buy |
1,118
+725
| +184% | +$63.5K | 0.05% | 76 |
|
2024
Q2 | $41.1K | Buy |
393
+28
| +8% | +$2.93K | 0.02% | 102 |
|
2024
Q1 | $44.7K | Hold |
365
| – | – | 0.02% | 107 |
|
2023
Q4 | $64.7K | Hold |
365
| – | – | 0.03% | 106 |
|
2023
Q3 | $65.6K | Sell |
365
-22
| -6% | -$3.95K | 0.04% | 112 |
|
2023
Q2 | $88.5K | Buy |
+387
| New | +$88.5K | 0.05% | 81 |
|
2021
Q1 | – | Sell |
-1,282
| Closed | -$48K | – | 309 |
|
2020
Q4 | $48K | Hold |
1,282
| – | – | 0.04% | 78 |
|
2020
Q3 | $34K | Sell |
1,282
-227
| -15% | -$6.02K | 0.03% | 72 |
|
2020
Q2 | $35K | Hold |
1,509
| – | – | 0.03% | 62 |
|
2020
Q1 | $21K | Buy |
+1,509
| New | +$21K | 0.02% | 72 |
|