CWC
Carolinas Wealth Consulting’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33
| Closed | -$2.95K | – | 826 |
|
|
2025
Q1 | $2.95K | Hold |
33
| – | – | ﹤0.01% | 703 |
|
|
2024
Q4 | $3.24K | Hold |
33
| – | – | ﹤0.01% | 723 |
|
|
2024
Q3 | $2.92K | Buy |
33
+10
| +43% | +$885 | ﹤0.01% | 751 |
|
|
2024
Q2 | $1.7K | Buy |
23
+5
| +28% | +$370 | ﹤0.01% | 824 |
|
|
2024
Q1 | $1.4K | Hold |
18
| – | – | ﹤0.01% | 841 |
|
|
2023
Q4 | $1.41K | Hold |
18
| – | – | ﹤0.01% | 786 |
|
|
2023
Q3 | $1.16K | Hold |
18
| – | – | ﹤0.01% | 806 |
|
|
2023
Q2 | $1.33K | Hold |
18
| – | – | ﹤0.01% | 869 |
|
|
2023
Q1 | $1.37K | Hold |
18
| – | – | ﹤0.01% | 854 |
|
|
2022
Q4 | $1.41K | Hold |
18
| – | – | ﹤0.01% | 852 |
|
|
2022
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 853 |
|
|
2022
Q2 | – | Sell |
-16
| Closed | -$1K | – | 949 |
|
|
2022
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 887 |
|
|
2020
Q4 | – | Sell |
-39
| Closed | -$2K | – | 1022 |
|
|
2020
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 744 |
|