Assured Investment Management’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
Q1
Sell
-12,984
Closed -$384K 1422
2018
Q4
$384K Sell
12,984
-6,363
-33% -$188K 0.01% 725
2018
Q3
$730K Buy
19,347
+2,449
+14% +$92.4K 0.01% 626
2018
Q2
$725K Buy
16,898
+4,348
+35% +$187K 0.01% 657
2018
Q1
$493K Buy
+12,550
New +$493K 0.01% 748