SSWM
CART
Sheets Smith Wealth Management’s Carolina Trust BancShares CART Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-72,130
| Closed | -$941K | – | 345 |
|
2019
Q4 | $941K | Hold |
72,130
| – | – | 0.18% | 130 |
|
2019
Q3 | $757K | Hold |
72,130
| – | – | 0.16% | 146 |
|
2019
Q2 | $567K | Hold |
72,130
| – | – | 0.12% | 184 |
|
2019
Q1 | $591K | Hold |
72,130
| – | – | 0.13% | 172 |
|
2018
Q4 | $547K | Hold |
72,130
| – | – | 0.15% | 150 |
|
2018
Q3 | $593K | Hold |
72,130
| – | – | 0.12% | 189 |
|
2018
Q2 | $594K | Hold |
72,130
| – | – | 0.14% | 170 |
|
2018
Q1 | $670K | Hold |
72,130
| – | – | 0.16% | 158 |
|
2017
Q4 | $689K | Hold |
72,130
| – | – | 0.16% | 156 |
|
2017
Q3 | $590K | Hold |
72,130
| – | – | 0.15% | 171 |
|
2017
Q2 | $540K | Hold |
72,130
| – | – | 0.14% | 168 |
|
2017
Q1 | $573K | Hold |
72,130
| – | – | 0.15% | 172 |
|
2016
Q4 | $462K | Hold |
72,130
| – | – | 0.13% | 195 |
|
2016
Q3 | $440K | Hold |
72,130
| – | – | 0.12% | 186 |
|
2016
Q2 | $426K | Hold |
72,130
| – | – | 0.12% | 181 |
|
2016
Q1 | $426K | Hold |
72,130
| – | – | 0.13% | 160 |
|
2015
Q4 | $447K | Hold |
72,130
| – | – | 0.14% | 161 |
|
2015
Q3 | $404K | Hold |
72,130
| – | – | 0.14% | 145 |
|
2015
Q2 | $370K | Hold |
72,130
| – | – | 0.1% | 174 |
|
2015
Q1 | $387K | Hold |
72,130
| – | – | 0.11% | 173 |
|
2014
Q4 | $363K | Hold |
72,130
| – | – | 0.09% | 185 |
|
2014
Q3 | $357K | Hold |
72,130
| – | – | 0.1% | 183 |
|
2014
Q2 | $361K | Hold |
72,130
| – | – | 0.1% | 192 |
|
2014
Q1 | $304K | Hold |
72,130
| – | – | 0.09% | 198 |
|
2013
Q4 | $239K | Sell |
72,130
-1,059
| -1% | -$3.51K | 0.07% | 229 |
|
2013
Q3 | $214K | Sell |
73,189
-6,770
| -8% | -$19.8K | 0.07% | 223 |
|
2013
Q2 | $197K | Buy |
+79,959
| New | +$197K | 0.07% | 215 |
|