Nicholas Hoffman & Company’s Carolina Financial Corp. CARO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $437K | Hold |
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|
2019
Q4 | $730K | Sell |
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|
2019
Q3 | $621K | Hold |
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|
2019
Q2 | $613K | Hold |
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|
2019
Q1 | $605K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $980K | Hold |
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|
2018
Q2 | $1.11M | Hold |
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|
2018
Q1 | $1.02M | Hold |
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|
2017
Q4 | $965K | Hold |
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|
2017
Q3 | $932K | Hold |
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|
2017
Q2 | $840K | Sell |
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|
2017
Q1 | $870K | Sell |
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|
2016
Q4 | $915K | Hold |
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|
2016
Q3 | $671K | Buy |
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|
2016
Q2 | $260K | Buy |
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