Mesirow Financial Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,105
| Closed | -$359K | – | 71 |
|
|
2019
Q3 | $359K | Sell |
10,105
-644
| -6% | -$22.9K | 1.51% | 40 |
|
|
2019
Q2 | $377K | Buy |
10,749
+1,150
| +12% | +$40.3K | 1.38% | 45 |
|
|
2019
Q1 | $332K | Buy |
+9,599
| New | +$332K | 1.32% | 44 |
|
|
2018
Q3 | – | Sell |
-14,151
| Closed | -$607K | – | 60 |
|
|
2018
Q2 | $607K | Sell |
14,151
-2,541
| -15% | -$109K | 2.7% | 7 |
|
|
2018
Q1 | $656K | Sell |
16,692
-243
| -1% | -$9.55K | 2.76% | 6 |
|
|
2017
Q4 | $629K | Buy |
16,935
+300
| +2% | +$11.1K | 2.85% | 2 |
|
|
2017
Q3 | $597K | Buy |
+16,635
| New | +$597K | 2.81% | 4 |
|