Sheets Smith Wealth Management’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
Q2 | – | Sell |
-16,607
| Closed | -$430K | – | 296 |
|
|
2020
Q1 | $430K | Buy |
+16,607
| New | +$430K | 0.09% | 172 |
|
|
2018
Q3 | – | Sell |
-8,693
| Closed | -$373K | – | 357 |
|
|
2018
Q2 | $373K | Sell |
8,693
-33
| -0.4% | -$1.42K | 0.09% | 238 |
|
|
2018
Q1 | $343K | Sell |
8,726
-259
| -3% | -$10.2K | 0.08% | 237 |
|
|
2017
Q4 | $334K | Buy |
8,985
+209
| +2% | +$7.77K | 0.08% | 250 |
|
|
2017
Q3 | $315K | Sell |
8,776
-57
| -0.6% | -$2.05K | 0.08% | 246 |
|
|
2017
Q2 | $285K | Buy |
+8,833
| New | +$285K | 0.08% | 244 |
|