SSWM
CARO

Sheets Smith Wealth Management’s Carolina Financial Corp. CARO Stock Holding History

Sheets Smith Wealth Management’s Portfolio CARO Stock Details CARO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
2020
Q1 		$430K Buy
2018
Q3 		– Sell
2018
Q2 		$373K Sell
2018
Q1 		$343K Sell
2017
Q4 		$334K Buy
2017
Q3 		$315K Sell
2017
Q2 		$285K Buy