CWA
Carolina Wealth Advisors’s Columbia Banking Systems COLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,027
| Closed | -$493K | – | 268 |
|
|
2023
Q1 | $493K | Sell |
23,027
-56,116
| -71% | -$1.2M | 0.29% | 48 |
|
|
2022
Q4 | $2.39M | Sell |
79,143
-987
| -1% | -$29.7K | 1.5% | 23 |
|
|
2022
Q3 | $2.32M | Buy |
80,130
+979
| +1% | +$28.3K | 1.82% | 21 |
|
|
2022
Q2 | $2.27M | Buy |
79,151
+296
| +0.4% | +$8.48K | 1.5% | 25 |
|
|
2022
Q1 | $2.55M | Buy |
78,855
+1,516
| +2% | +$48.9K | 1.61% | 23 |
|
|
2021
Q4 | $2.53M | Buy |
77,339
+1,815
| +2% | +$59.4K | 1.43% | 25 |
|
|
2021
Q3 | $2.87M | Buy |
75,524
+1,792
| +2% | +$68.1K | 1.9% | 25 |
|
|
2021
Q2 | $2.84M | Buy |
73,732
+2,835
| +4% | +$109K | 1.92% | 26 |
|
|
2021
Q1 | $3.06M | Buy |
70,897
+2,204
| +3% | +$95K | 2.23% | 23 |
|
|
2020
Q4 | $2.47M | Sell |
68,693
-1,368
| -2% | -$49.1K | 1.98% | 23 |
|
|
2020
Q3 | $1.67M | Sell |
70,061
-201
| -0.3% | -$4.79K | 1.47% | 27 |
|
|
2020
Q2 | $1.99M | Buy |
70,262
+557
| +0.8% | +$15.8K | 1.93% | 24 |
|
|
2020
Q1 | $1.87M | Buy |
69,705
+5,540
| +9% | +$148K | 2.16% | 24 |
|
|
2019
Q4 | $2.61M | Buy |
+64,165
| New | +$2.61M | 2.47% | 19 |
|