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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,462
Closed -$64K – 751
2020
Q1 		$64K Buy
2,462
+5
+0.2% +$130 0.03% 194
2019
Q4 		$106K Buy
+2,457
New +$106K 0.05% 178