CFA
MER.PRE

Carroll Financial Associates’s MERRILL PFD TST IV MER.PRE Stock Holding History

Carroll Financial Associates’s Portfolio MER.PRE Stock Details MER.PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-560
Closed -$14K – 967
2013
Q4 		$14K Buy
560
+250
+81% +$6.25K 0.01% 469
2013
Q3 		$7K Hold
310
– – ﹤0.01% 588
2013
Q2 		$7K Buy
+310
New +$7K ﹤0.01% 472