SWM
CARO

Sugarloaf Wealth Management’s Carolina Financial Corp. CARO Stock Holding History

Sugarloaf Wealth Management’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,462
Closed -$64K – 753
2020
Q1 		$64K Buy
2,462
+5
+0.2% +$174 0.03% 194
2019
Q4 		$106K Buy
+2,457
New +$96.8K 0.05% 178

Sugarloaf Wealth Management's CARO Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 2,462 shares — an estimated $64K sold.

Sugarloaf Wealth Management first reported a position in CARO in Q4 2019 and held it in 2 quarters. The position peaked at $106K in Q4 2019. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,462 Carolina Financial Corp. shares in Q2 2020, an estimated $64K.
  • Sugarloaf Wealth Management first reported a position in Carolina Financial Corp. in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Carolina Financial Corp. position peaked at $106K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.