CWC
CSR

Carolinas Wealth Consulting’s Centerspace CSR Stock Holding History

Carolinas Wealth Consulting’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-18
Closed -$1K – 942
2021
Q2 		$1K Hold
18
– – ﹤0.01% 851
2021
Q1 		$1K Buy
+18
New +$1.28K ﹤0.01% 857

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HRES
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N
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UIC
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CGM
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Carolinas Wealth Consulting's CSR Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of Centerspace (CSR) in Q3 2021, closing a stake of 18 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in CSR in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 170 funds tracked by Wall St. Rank hold CSR as of Q3 2021.

  • Carolinas Wealth Consulting reported no remaining Centerspace position as of Q3 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 18 Centerspace shares in Q3 2021, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Centerspace in Q1 2021 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Centerspace position peaked at $1K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Centerspace as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.