CWA
Carolina Wealth Advisors’s Vital Energy VTLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,558
| Closed | -$48.2K | – | 313 |
|
|
2024
Q4 | $48.2K | Sell |
1,558
-49
| -3% | -$1.52K | 0.03% | 99 |
|
|
2024
Q3 | $43.2K | Buy |
1,607
+31
| +2% | +$834 | 0.02% | 123 |
|
|
2024
Q2 | $70.6K | Buy |
1,576
+105
| +7% | +$4.71K | 0.03% | 84 |
|
|
2024
Q1 | $77.3K | Hold |
1,471
| – | – | 0.04% | 92 |
|
|
2023
Q4 | $66.9K | Hold |
1,471
| – | – | 0.03% | 103 |
|
|
2023
Q3 | $81.5K | Sell |
1,471
-3,492
| -70% | -$194K | 0.05% | 97 |
|
|
2023
Q2 | $224K | Buy |
4,963
+304
| +7% | +$13.7K | 0.13% | 66 |
|
|
2023
Q1 | $212K | Buy |
4,659
+673
| +17% | +$30.6K | 0.12% | 78 |
|
|
2022
Q4 | $205K | Buy |
3,986
+395
| +11% | +$20.3K | 0.13% | 73 |
|
|
2022
Q3 | $226K | Buy |
3,591
+344
| +11% | +$21.7K | 0.18% | 64 |
|
|
2022
Q2 | $224K | Buy |
+3,247
| New | +$224K | 0.15% | 77 |
|