CWA
Carolina Wealth Advisors’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-166
| Closed | -$5.68K | – | 306 |
|
|
2025
Q1 | $5.68K | Buy |
+166
| New | +$5.68K | ﹤0.01% | 184 |
|
|
2023
Q3 | – | Sell |
-2,324
| Closed | -$579K | – | 288 |
|
|
2023
Q2 | $579K | Sell |
2,324
-2,995
| -56% | -$747K | 0.35% | 33 |
|
|
2023
Q1 | $567K | Sell |
5,319
-1,209
| -19% | -$129K | 0.33% | 35 |
|
|
2022
Q4 | $536K | Buy |
+6,528
| New | +$536K | 0.34% | 36 |
|
|
2022
Q1 | – | Sell |
-71
| Closed | -$3K | – | 301 |
|
|
2021
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 240 |
|
|
2021
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 232 |
|
|
2021
Q2 | $2K | Hold |
71
| – | – | ﹤0.01% | 262 |
|
|
2021
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 272 |
|
|
2020
Q4 | $2K | Hold |
71
| – | – | ﹤0.01% | 218 |
|
|
2020
Q3 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 198 |
|