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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,607
Closed -$430K – 296
2020
Q1 		$430K Buy
+16,607
New +$579K 0.09% 172
2018
Q3 		– Sell
-8,693
Closed -$373K – 357
2018
Q2 		$373K Sell
8,693
-33
-0.4% -$1.37K 0.09% 238
2018
Q1 		$343K Sell
8,726
-259
-3% -$10.3K 0.08% 237
2017
Q4 		$334K Buy
8,985
+209
+2% +$7.73K 0.08% 250
2017
Q3 		$315K Sell
8,776
-57
-0.6% -$1.92K 0.08% 246
2017
Q2 		$285K Buy
+8,833
New +$271K 0.08% 244

Sheets Smith Wealth Management's CARO Position: Q2 2020 in Review

Sheets Smith Wealth Management sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 16,607 shares — an estimated $430K sold.

Sheets Smith Wealth Management first reported a position in CARO in Q2 2017 and held it in 6 quarters. The position peaked at $430K in Q1 2020. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.

  • Sheets Smith Wealth Management reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 16,607 Carolina Financial Corp. shares in Q2 2020, an estimated $430K.
  • Sheets Smith Wealth Management first reported a position in Carolina Financial Corp. in Q2 2017 and held it in 6 quarters.
  • Sheets Smith Wealth Management's Carolina Financial Corp. position peaked at $430K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2020, filed 17 Jul 2020.