Ameritas Investment Partners’s Carolina Financial Corp. CARO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,077
| Closed | -$54K | – | 3239 |
|
|
2020
Q1 | $54K | Buy |
2,077
+238
| +13% | +$6.19K | ﹤0.01% | 1616 |
|
|
2019
Q4 | $80K | Buy |
1,839
+176
| +11% | +$7.66K | ﹤0.01% | 1641 |
|
|
2019
Q3 | $59K | Hold |
1,663
| – | – | ﹤0.01% | 1792 |
|
|
2019
Q2 | $58K | Hold |
1,663
| – | – | ﹤0.01% | 1845 |
|
|
2019
Q1 | $58K | Hold |
1,663
| – | – | ﹤0.01% | 1807 |
|
|
2018
Q4 | $49K | Hold |
1,663
| – | – | ﹤0.01% | 1830 |
|
|
2018
Q3 | $63K | Hold |
1,663
| – | – | ﹤0.01% | 1865 |
|
|
2018
Q2 | $71K | Hold |
1,663
| – | – | ﹤0.01% | 1778 |
|
|
2018
Q1 | $65K | Hold |
1,663
| – | – | ﹤0.01% | 1766 |
|
|
2017
Q4 | $62K | Buy |
1,663
+400
| +32% | +$14.9K | ﹤0.01% | 1807 |
|
|
2017
Q3 | $42K | Hold |
1,263
| – | – | ﹤0.01% | 1999 |
|
|
2017
Q2 | $41K | Buy |
1,263
+465
| +58% | +$15.1K | ﹤0.01% | 2045 |
|
|
2017
Q1 | $24K | Buy |
+798
| New | +$24K | ﹤0.01% | 2313 |
|