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Carolina Wealth Management Inc → STT-PG
Carolina Wealth Management Inc STT-PG Position History
State Street Corporation • Banking
Quarters held
8
Latest value
$243K
Q3 2026
Peak value
$4.7M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $4.7M |
| Q2 2026 | $3.9M |
| Q2 2026 | $238K |
| Q2 2026 | $236K |
| Q3 2026 | $4M |
| Q3 2026 | $3.6M |
| Q3 2026 | $246K |
| Q3 2026 | $243K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $243K | 1.2K | — | — |
| Q3 2026 | $246K | 2.0K | — | — |
| Q3 2026 | $3.6M | 34.8K | — | — |
| Q3 2026 | $4M | 37.5K | — | — |
| Q2 2026 | $236K | 1.2K | — | — |
| Q2 2026 | $238K | 2.0K | — | — |
| Q2 2026 | $3.9M | 35.5K | — | — |
| Q2 2026 | $4.7M | 39.5K | — | — |