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

Liberty 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	-203	Closed	-$5K	–	1022
2020 Q1	$5K	Sell	203 -11	-5%	-$384	﹤0.01%	599
2019 Q4	$9K	Buy	214 +1	+0.5%	+$39	0.01%	573
2019 Q3	$8K	Hold	213	–	–	0.01%	568
2019 Q2	$7K	Buy	213 +1	+0.5%	+$36	0.01%	612
2019 Q1	$7K	Hold	212	–	–	0.01%	499
2018 Q4	$6K	Buy	+212	New	+$7.05K	﹤0.01%	534

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

Liberty Wealth Management sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 203 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in CARO in Q4 2018 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.

Liberty Wealth Management reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
Liberty Wealth Management sold 203 Carolina Financial Corp. shares in Q2 2020, an estimated $5K.
Liberty Wealth Management first reported a position in Carolina Financial Corp. in Q4 2018 and held it in 6 quarters.
Liberty Wealth Management's Carolina Financial Corp. position peaked at $9K in Q4 2019.
0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.