Carolinas Wealth Consulting’s AlphaClone Alternative Alpha ETF ALFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-150
Closed -$8K 962
2022
Q2
$8K Hold
150
﹤0.01% 618
2022
Q1
$11K Hold
150
﹤0.01% 602
2021
Q4
$12K Hold
150
﹤0.01% 595
2021
Q3
$12K Hold
150
﹤0.01% 566
2021
Q2
$13K Hold
150
﹤0.01% 581
2021
Q1
$11K Hold
150
﹤0.01% 613
2020
Q4
$12K Hold
150
﹤0.01% 561
2020
Q3
$10K Hold
150
﹤0.01% 492
2020
Q2
$9K Buy
+150
New +$7.86K ﹤0.01% 360

Carolinas Wealth Consulting's ALFA Position: Q3 2022 in Review

Carolinas Wealth Consulting sold out of AlphaClone Alternative Alpha ETF (ALFA) in Q3 2022, closing a stake of 150 shares — an estimated $8K sold.

Carolinas Wealth Consulting first reported a position in ALFA in Q2 2020 and held it in 9 quarters. The position peaked at $13K in Q2 2021. 0 funds tracked by Wall St. Rank hold ALFA as of Q3 2022.

  • Carolinas Wealth Consulting reported no remaining AlphaClone Alternative Alpha ETF position as of Q3 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 150 AlphaClone Alternative Alpha ETF shares in Q3 2022, an estimated $8K.
  • Carolinas Wealth Consulting first reported a position in AlphaClone Alternative Alpha ETF in Q2 2020 and held it in 9 quarters.
  • Carolinas Wealth Consulting's AlphaClone Alternative Alpha ETF position peaked at $13K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held AlphaClone Alternative Alpha ETF as of Q3 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2022, filed 14 Nov 2022.