Advisor Group’s Carolina Financial Corp. CARO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $168K | Sell |
3,895
-137
| -3% | -$5.91K | ﹤0.01% | 2532 |
|
|
2019
Q3 | $143K | Sell |
4,032
-325
| -7% | -$11.5K | ﹤0.01% | 2606 |
|
|
2019
Q2 | $154K | Buy |
4,357
+229
| +6% | +$8.09K | ﹤0.01% | 2515 |
|
|
2019
Q1 | $143K | Buy |
4,128
+363
| +10% | +$12.6K | ﹤0.01% | 2562 |
|
|
2018
Q4 | $111K | Buy |
3,765
+961
| +34% | +$28.3K | ﹤0.01% | 2570 |
|
|
2018
Q3 | $106K | Buy |
2,804
+1,845
| +192% | +$69.7K | ﹤0.01% | 2715 |
|
|
2018
Q2 | $41K | Sell |
959
-2,824
| -75% | -$121K | ﹤0.01% | 3259 |
|
|
2018
Q1 | $149K | Buy |
3,783
+2,824
| +294% | +$111K | ﹤0.01% | 2215 |
|
|
2017
Q4 | $36K | Buy |
+959
| New | +$36K | ﹤0.01% | 3322 |
|
|
2017
Q3 | – | Sell |
-3,159
| Closed | -$102K | – | 5014 |
|
|
2017
Q2 | $102K | Buy |
3,159
+2,818
| +826% | +$91K | ﹤0.01% | 2291 |
|
|
2017
Q1 | $10K | Buy |
+341
| New | +$10K | ﹤0.01% | 3800 |
|