CWA
Carolina Wealth Advisors’s Employers Holdings EIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
73,309
+889
| +1% | +$41.9K | 1.71% | 21 |
|
|
2025
Q1 | $3.67M | Sell |
72,420
-880
| -1% | -$44.6K | 1.98% | 19 |
|
|
2024
Q4 | $3.76M | Sell |
73,300
-1,224
| -2% | -$62.7K | 2.02% | 20 |
|
|
2024
Q3 | $3.57M | Sell |
74,524
-3,486
| -4% | -$167K | 1.82% | 21 |
|
|
2024
Q2 | $3.33M | Sell |
78,010
-874
| -1% | -$37.3K | 1.63% | 23 |
|
|
2024
Q1 | $3.58M | Sell |
78,884
-4,155
| -5% | -$189K | 1.94% | 20 |
|
|
2023
Q4 | $3.27M | Sell |
83,039
-109
| -0.1% | -$4.3K | 1.7% | 23 |
|
|
2023
Q3 | $3.32M | Buy |
83,148
+3,018
| +4% | +$121K | 1.88% | 22 |
|
|
2023
Q2 | $3M | Buy |
80,130
+383
| +0.5% | +$14.3K | 1.8% | 22 |
|
|
2023
Q1 | $3.32M | Buy |
79,747
+511
| +0.6% | +$21.3K | 1.95% | 22 |
|
|
2022
Q4 | $3.42M | Sell |
79,236
-813
| -1% | -$35.1K | 2.15% | 21 |
|
|
2022
Q3 | $2.76M | Buy |
80,049
+891
| +1% | +$30.7K | 2.17% | 20 |
|
|
2022
Q2 | $3.32M | Buy |
79,158
+1,801
| +2% | +$75.4K | 2.19% | 23 |
|
|
2022
Q1 | $3.17M | Buy |
77,357
+3,374
| +5% | +$138K | 2% | 20 |
|
|
2021
Q4 | $3.06M | Buy |
73,983
+9,070
| +14% | +$375K | 1.73% | 23 |
|
|
2021
Q3 | $2.56M | Buy |
64,913
+1,678
| +3% | +$66.3K | 1.7% | 27 |
|
|
2021
Q2 | $2.71M | Buy |
63,235
+2,488
| +4% | +$106K | 1.82% | 27 |
|
|
2021
Q1 | $2.62M | Buy |
60,747
+2,646
| +5% | +$114K | 1.91% | 27 |
|
|
2020
Q4 | $1.87M | Sell |
58,101
-5,557
| -9% | -$179K | 1.5% | 27 |
|
|
2020
Q3 | $1.93M | Sell |
63,658
-323
| -0.5% | -$9.77K | 1.69% | 26 |
|
|
2020
Q2 | $1.93M | Buy |
63,981
+458
| +0.7% | +$13.8K | 1.87% | 25 |
|
|
2020
Q1 | $2.57M | Buy |
63,523
+6,394
| +11% | +$259K | 2.97% | 15 |
|
|
2019
Q4 | $2.39M | Buy |
+57,129
| New | +$2.39M | 2.26% | 21 |
|