Sheets Smith Wealth Management’s Carolina Trust BancShares CART Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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% | -$3.24K | 0.07% | 229 |
|
|
2013
Q3 | $214K | Sell |
73,189
-6,770
| -8% | -$19.5K | 0.07% | 223 |
|
|
2013
Q2 | $197K | Buy |
+79,959
| New | +$218K | 0.07% | 215 |
|
Sheets Smith Wealth Management's CART Position: Q1 2020 in Review
Sheets Smith Wealth Management sold out of Carolina Trust BancShares (CART) in Q1 2020, closing a stake of 72,130 shares — an estimated $941K sold.
Sheets Smith Wealth Management first reported a position in CART in Q2 2013 and held it in 27 quarters. The position peaked at $941K in Q4 2019. 0 funds tracked by Wall St. Rank hold CART as of Q1 2020.
- Sheets Smith Wealth Management reported no remaining Carolina Trust BancShares position as of Q1 2020 after selling out during the quarter.
- Sheets Smith Wealth Management sold 72,130 Carolina Trust BancShares shares in Q1 2020, an estimated $941K.
- Sheets Smith Wealth Management first reported a position in Carolina Trust BancShares in Q2 2013 and held it in 27 quarters.
- Sheets Smith Wealth Management's Carolina Trust BancShares position peaked at $941K in Q4 2019.
- 0 funds tracked by Wall St. Rank held Carolina Trust BancShares as of Q1 2020.
Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.