KWM
CARO

Kingsview Wealth Management’s Carolina Financial Corp. CARO Stock Holding History

Kingsview Wealth 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
-15,384
Closed -$398K – 669
2020
Q1 		$398K Buy
+15,384
New +$537K 0.05% 299

Kingsview Wealth Management's CARO Position: Q2 2020 in Review

Kingsview Wealth Management sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 15,384 shares — an estimated $398K sold.

Kingsview Wealth Management first reported a position in CARO in Q1 2020 and held it in 1 quarter. The position peaked at $398K in Q1 2020. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.

  • Kingsview Wealth Management reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,384 Carolina Financial Corp. shares in Q2 2020, an estimated $398K.
  • Kingsview Wealth Management first reported a position in Carolina Financial Corp. in Q1 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Carolina Financial Corp. position peaked at $398K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.

Based on Kingsview Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.