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Carolinas Wealth Consulting’s RLI Corp RLI Stock Holding History

Carolinas Wealth Consulting’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-166
Closed -$11.3K – 1099
2023
Q2 		$11.3K Sell
166
-34
-17% -$2.26K ﹤0.01% 575
2023
Q1 		$13.3K Hold
200
– – ﹤0.01% 562
2022
Q4 		$13.1K Sell
200
-10
-5% -$622 ﹤0.01% 571
2022
Q3 		$11K Hold
210
– – ﹤0.01% 557
2022
Q2 		$12K Hold
210
– – ﹤0.01% 543
2022
Q1 		$12K Hold
210
– – ﹤0.01% 580
2021
Q4 		$12K Hold
210
– – ﹤0.01% 590
2021
Q3 		$11K Hold
210
– – ﹤0.01% 573
2021
Q2 		$11K Hold
210
– – ﹤0.01% 600
2021
Q1 		$12K Hold
210
– – ﹤0.01% 600
2020
Q4 		$11K Sell
210
-76
-27% -$3.64K ﹤0.01% 572
2020
Q3 		$12K Buy
286
+210
+276% +$9.21K ﹤0.01% 457
2020
Q2 		$3K Buy
+76
New +$3K ﹤0.01% 460

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MG
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JP Morgan Chase
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Dimensional Fund Advisors
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return