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