Carolinas Wealth Consulting’s Factset FDS Stock Holding History

Carolinas Wealth Consulting’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$4.63K	Sell
2024 Q4	$4.88K	Sell
2024 Q3	$5.12K	Hold
2024 Q2	$4.54K	Buy
2024 Q1	$4.58K	Hold
2023 Q4	$4.8K	Hold
2023 Q3	$4.34K	Hold
2023 Q2	$4.02K	Hold
2023 Q1	$4.15K	Buy