Capital Investment Advisory Services’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 | – | Sell |
-4,000
| Closed | -$142K | – | 1396 |
|
|
2019
Q3 | $142K | Hold |
4,000
| – | – | 0.04% | 320 |
|
|
2019
Q2 | $136K | Hold |
4,000
| – | – | 0.04% | 333 |
|
|
2019
Q1 | $138K | Sell |
4,000
-250
| -6% | -$8.63K | 0.05% | 275 |
|
|
2018
Q4 | $126K | Buy |
+4,250
| New | +$126K | 0.05% | 258 |
|
|
2018
Q1 | – | Sell |
-5,900
| Closed | -$219K | – | 214 |
|
|
2017
Q4 | $219K | Hold |
5,900
| – | – | 0.13% | 168 |
|
|
2017
Q3 | $212K | Buy |
+5,900
| New | +$212K | 0.13% | 160 |
|