CWA
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Carolina Wealth Advisors’s Factset FDS Stock Holding History

Carolina Wealth Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.13K Hold
7
– – ﹤0.01% 209
2025
Q1 		$3.18K Hold
7
– – ﹤0.01% 217
2024
Q4 		$3.36K Hold
7
– – ﹤0.01% 222
2024
Q3 		$3.22K Buy
+7
New +$3.22K ﹤0.01% 255