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Carolina Wealth Advisors, LLC → SCCO

Carolina Wealth Advisors, LLC SCCO Position History

Southern Copper Corporation • Basic Materials

Quarters held
4
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$87K
Q1 2026$4.7M
Q2 2026$4.7M
Q3 2026$5.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.5M27.3K——
Q2 2026$4.7M26.8K——
Q1 2026$4.7M27.2K——
Q4 2025$87K608——

Other funds holding SCCO

Other Carolina Wealth Advisors, LLC positions

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SCHW-PJ

SCHWAB US TIPS ETF

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SCHW-PJ

SCHWAB US TIPS ETF

$12.4M
SCHW-PJ

SCHWAB US TIPS ETF

$12M
LEO

BNY MELLON US LARGE CAP CORE EQUITY ETF

$10.4M