Liberty Wealth Management’s Carolina Financial Corp. CARO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-203
| Closed | -$5K | – | 1021 |
|
|
2020
Q1 | $5K | Sell |
203
-11
| -5% | -$271 | ﹤0.01% | 599 |
|
|
2019
Q4 | $9K | Buy |
214
+1
| +0.5% | +$42 | 0.01% | 573 |
|
|
2019
Q3 | $8K | Hold |
213
| – | – | 0.01% | 568 |
|
|
2019
Q2 | $7K | Buy |
213
+1
| +0.5% | +$33 | 0.01% | 612 |
|
|
2019
Q1 | $7K | Hold |
212
| – | – | 0.01% | 498 |
|
|
2018
Q4 | $6K | Buy |
+212
| New | +$6K | ﹤0.01% | 534 |
|