Envestnet Asset Management
CARO

Envestnet Asset Management’s Carolina Financial Corp. CARO Stock Holding History

Envestnet Asset Management’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
2020
Q1 		$784K Sell
2019
Q4 		$1.63M Buy
2019
Q3 		$1.32M Sell
2019
Q2 		$1.34M Buy
2019
Q1 		$1.31M Buy
2018
Q4 		$910K Buy