Creative Planning
CARO

Creative Planning’s Carolina Financial Corp. CARO Stock Holding History

Creative Planning’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$10K – 4092
2017
Q2 		$10K Buy
+300
New +$10K ﹤0.01% 3609