SEI Investments’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
Q1 | – | Sell |
-5,388
| Closed | -$233K | – | 2485 |
|
|
2019
Q4 | $233K | Sell |
5,388
-4,800
| -47% | -$208K | ﹤0.01% | 2231 |
|
|
2019
Q3 | $362K | Buy |
10,188
+1,000
| +11% | +$35.5K | ﹤0.01% | 2038 |
|
|
2019
Q2 | $322K | Sell |
9,188
-3,900
| -30% | -$137K | ﹤0.01% | 2101 |
|
|
2019
Q1 | $453K | Buy |
+13,088
| New | +$453K | ﹤0.01% | 1941 |
|