Campbell Newman Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,230
| Closed | -$342K | – | 119 |
|
|
2020
Q1 | $342K | Sell |
13,230
-663
| -5% | -$17.1K | 0.06% | 103 |
|
|
2019
Q4 | $601K | Buy |
13,893
+116
| +0.8% | +$5.02K | 0.08% | 98 |
|
|
2019
Q3 | $490K | Sell |
13,777
-88
| -0.6% | -$3.13K | 0.07% | 104 |
|
|
2019
Q2 | $487K | Buy |
13,865
+1,029
| +8% | +$36.1K | 0.07% | 105 |
|
|
2019
Q1 | $444K | Buy |
12,836
+395
| +3% | +$13.7K | 0.07% | 110 |
|
|
2018
Q4 | $368K | Buy |
12,441
+1,439
| +13% | +$42.6K | 0.06% | 111 |
|
|
2018
Q3 | $415K | Buy |
11,002
+675
| +7% | +$25.5K | 0.06% | 115 |
|
|
2018
Q2 | $443K | Buy |
+10,327
| New | +$443K | 0.07% | 107 |
|