Carolina Wealth Advisors’s ePlus PLUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,089
Closed -$726K 245
2023
Q4
$726K Sell
9,089
-155
-2% -$12.4K 0.38% 33
2023
Q3
$587K Buy
+9,244
New +$587K 0.33% 42