Smith Salley Wealth Management’s Carolina Bank Holdings Inc CLBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-136,149
| Closed | -$3.52M | – | 181 |
|
|
2016
Q4 | $3.52M | Sell |
136,149
-575
| -0.4% | -$14.8K | 0.73% | 51 |
|
|
2016
Q3 | $2.67M | Buy |
136,724
+1,254
| +0.9% | +$24.5K | 0.59% | 64 |
|
|
2016
Q2 | $2.37M | Hold |
135,470
| – | – | 0.55% | 63 |
|
|
2016
Q1 | $2.28M | Hold |
135,470
| – | – | 0.57% | 60 |
|
|
2015
Q4 | $2.5M | Hold |
135,470
| – | – | 0.62% | 55 |
|
|
2015
Q3 | $1.76M | Hold |
135,470
| – | – | 0.47% | 69 |
|
|
2015
Q2 | $1.64M | Sell |
135,470
-30,000
| -18% | -$363K | 0.42% | 73 |
|
|
2015
Q1 | $1.6M | Hold |
165,470
| – | – | 0.41% | 75 |
|
|
2014
Q4 | $1.6M | Hold |
165,470
| – | – | 0.41% | 74 |
|
|
2014
Q3 | $1.64M | Hold |
165,470
| – | – | 0.43% | 76 |
|
|
2014
Q2 | $1.62M | Buy |
+165,470
| New | +$1.62M | 0.43% | 77 |
|