JOYN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,081
| Closed | -$235K | – | 136 |
|
|
2019
Q2 | $235K | Buy |
+7,081
| New | +$235K | 0.05% | 102 |
|
|
2019
Q1 | – | Sell |
-7,081
| Closed | -$210K | – | 1669 |
|
|
2018
Q4 | $210K | Hold |
7,081
| – | – | 0.05% | 107 |
|
|
2018
Q3 | $267K | Sell |
7,081
-121
| -2% | -$4.56K | 0.05% | 117 |
|
|
2018
Q2 | $309K | Buy |
+7,202
| New | +$309K | 0.07% | 93 |
|
|
2018
Q1 | – | Sell |
-8,643
| Closed | -$321K | – | 1452 |
|
|
2017
Q4 | $321K | Buy |
+8,643
| New | +$321K | 0.07% | 122 |
|