CWA
CARO

Carolina Wealth Advisors’s Carolina Financial Corp. CARO Stock Holding History

Carolina Wealth Advisors’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,506
Closed -$91K – 189
2020
Q1 		$91K Sell
3,506
-1,200
-25% -$41.9K 0.11% 51
2019
Q4 		$203K Buy
+4,706
New +$185K 0.19% 50

Carolina Wealth Advisors's CARO Position: Q2 2020 in Review

Carolina Wealth Advisors sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 3,506 shares — an estimated $91K sold.

Carolina Wealth Advisors first reported a position in CARO in Q4 2019 and held it in 2 quarters. The position peaked at $203K in Q4 2019. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.

  • Carolina Wealth Advisors reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 3,506 Carolina Financial Corp. shares in Q2 2020, an estimated $91K.
  • Carolina Wealth Advisors first reported a position in Carolina Financial Corp. in Q4 2019 and held it in 2 quarters.
  • Carolina Wealth Advisors's Carolina Financial Corp. position peaked at $203K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.

Based on Carolina Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.