CWA
Carolina Wealth Advisors’s Dime Community Bancshares DCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-31,063
| Closed | -$620K | – | 255 |
|
|
2023
Q3 | $620K | Buy |
31,063
+1,797
| +6% | +$35.9K | 0.35% | 34 |
|
|
2023
Q2 | $516K | Buy |
29,266
+15,163
| +108% | +$267K | 0.31% | 43 |
|
|
2023
Q1 | $320K | Buy |
14,103
+2,089
| +17% | +$47.5K | 0.19% | 66 |
|
|
2022
Q4 | $382K | Buy |
12,014
+1,344
| +13% | +$42.7K | 0.24% | 53 |
|
|
2022
Q3 | $312K | Buy |
10,670
+1,058
| +11% | +$30.9K | 0.24% | 48 |
|
|
2022
Q2 | $285K | Buy |
9,612
+1,595
| +20% | +$47.3K | 0.19% | 62 |
|
|
2022
Q1 | $277K | Buy |
8,017
+663
| +9% | +$22.9K | 0.18% | 61 |
|
|
2021
Q4 | $259K | Buy |
7,354
+1,700
| +30% | +$59.9K | 0.15% | 57 |
|
|
2021
Q3 | $185K | Buy |
5,654
+963
| +21% | +$31.5K | 0.12% | 68 |
|
|
2021
Q2 | $158K | Buy |
4,691
+1,037
| +28% | +$34.9K | 0.11% | 64 |
|
|
2021
Q1 | $110K | Buy |
+3,654
| New | +$110K | 0.08% | 73 |
|