Carolinas Wealth Consulting LLC Closed Holding Positions

Carolinas Wealth Consulting LLC

  • $542 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Valaris PLC
Q4 2020 Filed on Feb 16, 2021
122
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
24
$39.99 - $45.66 $960 - $1.1K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
6
$2.65 - $5.25 $15.9 - $31.5
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q4 2020 Filed on Feb 16, 2021
394
$28.28 - $29.5 $11.1K - $11.6K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2020 Filed on Feb 16, 2021
338
$47.75 - $54.6 $16.1K - $18.5K
IOO
Ishares Tr Global 100 ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
941
$54.54 - $63.14 $51.3K - $59.4K
IAT
Ishares Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
150
$32.9 - $45.34 $4.94K - $6.8K
PACW
Pacwest Bancorp

Financial Services
Q4 2020 Filed on Feb 16, 2021
1,931
$17.01 - $26.09 $32.8K - $50.4K
Axovant Sciences LTD
Q4 2020 Filed on Feb 16, 2021
37
N/A
HRB
H&R Block Inc

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
0
$15.16 - $19.18 $0 - $0
CUBE
Cube Smart

Real Estate
Q4 2020 Filed on Feb 16, 2021
25
$31.24 - $34.87 $781 - $872
SAGE
Sage Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
6
$58.41 - $89.06 $350 - $534
DXC
Dxc Technology CO

Technology
Q4 2020 Filed on Feb 16, 2021
29
$17.64 - $25.75 $512 - $747
CNQ
Canadian Natural Resources LTD

Energy
Q4 2020 Filed on Feb 16, 2021
28
$15.54 - $25.23 $435 - $706
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
9
$172.44 - $231.8 $1.55K - $2.09K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2020 Filed on Feb 16, 2021
26
$69.32 - $70.41 $1.8K - $1.83K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
128
$7.41 - $12.63 $948 - $1.62K
FDL
First Tr Morningstar Dividend

ETFs
Q4 2020 Filed on Feb 16, 2021
1,985
$25.5 - $30.51 $50.6K - $60.6K
Proshares Tr
Q4 2020 Filed on Feb 16, 2021
1,000
N/A
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2020 Filed on Feb 16, 2021
1,189
$10.36 - $15.83 $12.3K - $18.8K
Proteostasis Therapeutics In
Q4 2020 Filed on Feb 16, 2021
100
N/A
IYK
Ishares U.S. Consumer Staples

ETFs
Q4 2020 Filed on Feb 16, 2021
18
$144.79 - $173.41 $2.61K - $3.12K
Gci Liberty Inc
Q4 2020 Filed on Feb 16, 2021
9
N/A
NEO
Neogenomics Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
52
$36.08 - $56.47 $1.88K - $2.94K
Myokardia Inc
Q4 2020 Filed on Feb 16, 2021
15
N/A
LHCG
Lhc Group, Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
11
$195.65 - $231.49 $2.15K - $2.55K
KURA
Kura Oncology, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
37
$29.0 - $41.62 $1.07K - $1.54K
IAA
Iaa, Inc.

Industrials
Q4 2020 Filed on Feb 16, 2021
24
$52.35 - $65.2 $1.26K - $1.56K
FRPT
Freshpet, Inc.

Consumer Defensive
Q4 2020 Filed on Feb 16, 2021
21
$112.83 - $144.34 $2.37K - $3.03K
EVH
Evolent Health, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
88
$9.92 - $16.43 $873 - $1.45K
INSM
Insmed Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
47
$31.45 - $40.54 $1.48K - $1.91K
EVOP
Evo Payments, Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
63
$21.07 - $28.06 $1.33K - $1.77K
EVRI
Everi Holdings Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
151
$8.23 - $14.09 $1.24K - $2.13K
EVBG
Everbridge, Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
21
$103.27 - $154.62 $2.17K - $3.25K
Dicerna Pharmaceuticals Inc
Q4 2020 Filed on Feb 16, 2021
47
N/A
SAM
Boston Beer CO Inc

Consumer Defensive
Q4 2020 Filed on Feb 16, 2021
2
$873.42 - $1091.1 $1.75K - $2.18K
PEGA
Pegasystems Inc

Technology
Q4 2020 Filed on Feb 16, 2021
31
$113.4 - $139.82 $3.52K - $4.33K
PRO
Pros Holdings, Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
34
$28.17 - $50.77 $958 - $1.73K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
Q4 2020 Filed on Feb 16, 2021
211
$10.49 - $13.56 $2.21K - $2.86K
AESE
Allied Esports Entertainment, Inc.

Communication Services
Q4 2020 Filed on Feb 16, 2021
2,500
$0.92 - $1.89 $2.3K - $4.73K
ODP
Odp Corp

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
101
$19.25 - $30.16 $1.94K - $3.05K
Barclays Bank PLC
Q4 2020 Filed on Feb 16, 2021
1,400
N/A
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q4 2020 Filed on Feb 16, 2021
4,187
$8.36 - $10.7 $35K - $44.8K
BDN
Brandywine Realty Trust

Real Estate
Q4 2020 Filed on Feb 16, 2021
53
$8.61 - $12.27 $456 - $650
LSI
Life Storage, Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
4
$70.79 - $80.05 $283 - $320
WING
Wingstop Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
17
$116.33 - $145.83 $1.98K - $2.48K
TREX
Trex CO Inc

Industrials
Q4 2020 Filed on Feb 16, 2021
30
$67.75 - $86.29 $2.03K - $2.59K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
23
$86.4 - $121.75 $1.99K - $2.8K
SUMO
Sumo Logic, Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
49
$17.28 - $34.07 $847 - $1.67K
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email