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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-202
Closed -$5.83K 3067
2020
Q1
$5K Sell
202
-118
-37% -$4.12K ﹤0.01% 2101
2019
Q4
$13K Sell
320
-26
-8% -$1.02K ﹤0.01% 1818
2019
Q3
$12K Buy
+346
New +$12K ﹤0.01% 2009
2019
Q1
Sell
-288
Closed -$9K 3784
2018
Q4
$9K Sell
288
-10
-3% -$333 ﹤0.01% 2587
2018
Q3
$11K Buy
+298
New +$12.3K ﹤0.01% 2832

IFP Advisors's CARO Position: Q2 2020 in Review

IFP Advisors sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 202 shares — an estimated $5.83K sold.

IFP Advisors first reported a position in CARO in Q3 2018 and held it in 5 quarters. The position peaked at $13K in Q4 2019. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.

  • IFP Advisors reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
  • IFP Advisors sold 202 Carolina Financial Corp. shares in Q2 2020, an estimated $5.83K.
  • IFP Advisors first reported a position in Carolina Financial Corp. in Q3 2018 and held it in 5 quarters.
  • IFP Advisors's Carolina Financial Corp. position peaked at $13K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.