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Carolinas Wealth Consulting’s Fortrea Holdings FTRE Stock Holding History

Carolinas Wealth Consulting’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$3.49K – 1089
2023
Q4 		$3.49K Hold
100
– – ﹤0.01% 674
2023
Q3 		$2.84K Buy
+100
New +$2.96K ﹤0.01% 699

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GCM
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BMO
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BIP
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Carolinas Wealth Consulting's FTRE Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Fortrea Holdings (FTRE) in Q1 2024, closing a stake of 100 shares — an estimated $3.49K sold.

Carolinas Wealth Consulting first reported a position in FTRE in Q3 2023 and held it in 2 quarters. The position peaked at $3.49K in Q4 2023. 429 funds tracked by Wall St. Rank hold FTRE as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Fortrea Holdings position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 100 Fortrea Holdings shares in Q1 2024, an estimated $3.49K.
  • Carolinas Wealth Consulting first reported a position in Fortrea Holdings in Q3 2023 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Fortrea Holdings position peaked at $3.49K in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.