MYIA
CARO

Mount Yale Investment Advisors’s Carolina Financial Corp. CARO Stock Holding History

Mount Yale Investment Advisors’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,259
Closed -$144K – 901
2018
Q3 		$144K Buy
4,259
+309
+8% +$10.4K 0.03% 340
2018
Q2 		$170K Sell
3,950
-54
-1% -$2.32K 0.03% 322
2018
Q1 		$157K Buy
+4,004
New +$157K 0.03% 325