IFP Advisors’s Carolina Financial Corp. CARO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5209 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5011 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4829 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4586 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4379 |
|
|
2020
Q2 | – | Sell |
-202
| Closed | -$5K | – | 4145 |
|
|
2020
Q1 | $5K | Sell |
202
-118
| -37% | -$2.92K | ﹤0.01% | 2077 |
|
|
2019
Q4 | $13K | Sell |
320
-26
| -8% | -$1.06K | ﹤0.01% | 1815 |
|
|
2019
Q3 | $12K | Buy |
+346
| New | +$12K | ﹤0.01% | 2006 |
|
|
2019
Q1 | – | Sell |
-288
| Closed | -$9K | – | 3749 |
|
|
2018
Q4 | $9K | Sell |
288
-10
| -3% | -$313 | ﹤0.01% | 2547 |
|
|
2018
Q3 | $11K | Buy |
+298
| New | +$11K | ﹤0.01% | 2798 |
|