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CWA
Carolina Wealth Advisors’s
Hanmi Financial
HAFC
Stock Holding History
Carolina Wealth Advisors’s Portfolio
HAFC Stock Details
HAFC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-24,921
Closed
-$483K
–
231
2023
Q4
$483K
Sell
24,921
-428
-2%
-$7.2K
0.25%
59
2023
Q3
$411K
Buy
25,349
+1,504
+6%
+$26K
0.23%
65
2023
Q2
$356K
Buy
23,845
+1,458
+7%
+$23.3K
0.21%
57
2023
Q1
$416K
Buy
22,387
+3,333
+17%
+$75.7K
0.24%
61
2022
Q4
$472K
Buy
19,054
+2,164
+13%
+$55.1K
0.3%
40
2022
Q3
$400K
Buy
16,890
+1,665
+11%
+$40.9K
0.31%
35
2022
Q2
$342K
Buy
15,225
+2,535
+20%
+$58.8K
0.23%
45
2022
Q1
$312K
Buy
12,690
+1,047
+9%
+$27K
0.2%
48
2021
Q4
$276K
Buy
11,643
+2,642
+29%
+$59K
0.16%
48
2021
Q3
$181K
Buy
9,001
+1,564
+21%
+$29K
0.12%
70
2021
Q2
$142K
Buy
7,437
+1,644
+28%
+$33.7K
0.1%
78
2021
Q1
$114K
Buy
+5,793
New
+$94K
0.08%
68
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1-Year Est. Return
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$761B AUM
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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