Carroll Financial Associates’s Workiva WK Stock Holding History

Carroll Financial Associates’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$30K	Hold
2021 Q3	$31K	Sell
2021 Q2	$24K	Sell
2021 Q1	$19K	Hold
2020 Q4	$20K	Sell
2020 Q3	$12K	Hold
2020 Q2	$12K	Buy