CWA
Carolina Wealth Advisors’s Resources Connection RGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,553
| Closed | -$282K | – | 286 |
|
|
2023
Q1 | $282K | Sell |
16,553
-825
| -5% | -$14.1K | 0.17% | 69 |
|
|
2022
Q4 | $319K | Sell |
17,378
-16
| -0.1% | -$294 | 0.2% | 61 |
|
|
2022
Q3 | $314K | Hold |
17,394
| – | – | 0.25% | 47 |
|
|
2022
Q2 | $354K | Buy |
17,394
+2,672
| +18% | +$54.4K | 0.23% | 41 |
|
|
2022
Q1 | $252K | Buy |
14,722
+3,711
| +34% | +$63.5K | 0.16% | 67 |
|
|
2021
Q4 | $196K | Buy |
+11,011
| New | +$196K | 0.11% | 85 |
|