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 |
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|
2019
Q4 | $941K | Hold |
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|
2019
Q3 | $757K | Hold |
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|
2019
Q2 | $567K | Hold |
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|
2019
Q1 | $591K | Hold |
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|
2018
Q4 | $547K | Hold |
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|
2018
Q3 | $593K | Hold |
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|
2018
Q2 | $594K | Hold |
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|
2018
Q1 | $670K | Hold |
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|
2017
Q4 | $689K | Hold |
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|
2017
Q3 | $590K | Hold |
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|
2017
Q2 | $540K | Hold |
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|
2017
Q1 | $573K | Hold |
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|
2016
Q4 | $462K | Hold |
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|
2016
Q3 | $440K | Hold |
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|
2016
Q2 | $426K | Hold |
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|
2016
Q1 | $426K | Hold |
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|
2015
Q4 | $447K | Hold |
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|
2015
Q3 | $404K | Hold |
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|
2015
Q2 | $370K | Hold |
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|
2015
Q1 | $387K | Hold |
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|
2014
Q4 | $363K | Hold |
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|
2014
Q3 | $357K | Hold |
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|
2014
Q2 | $361K | Hold |
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|
2014
Q1 | $304K | Hold |
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|
2013
Q4 | $239K | Sell |
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|
2013
Q3 | $214K | Sell |
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|
2013
Q2 | $197K | Buy |
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