Carolinas Wealth Consulting LLC Closed Holding Positions

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LSCC
Lattice Semiconductor Corp

Technology
Q4 2020 Filed on Feb 16, 2021
57
$28.22 - $45.82 $1.61K - $2.61K
INSP
Inspire Medical Systems, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
8
$119.35 - $200.46 $955 - $1.6K
PEN
Penumbra Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
6
$174.98 - $272.83 $1.05K - $1.64K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
48
$59.24 - $78.5 $2.84K - $3.77K
Proofpoint Inc
Q4 2020 Filed on Feb 16, 2021
13
N/A
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q4 2020 Filed on Feb 16, 2021
41
$67.0 - $84.39 $2.75K - $3.46K
CCXI
Chemo Centryx, Inc.
Q4 2020 Filed on Feb 16, 2021
16
$47.25 - $65.16 $756 - $1.04K
AJRD
Aerojet Rocketdyne Holdings, Inc.

Industrials
Q4 2020 Filed on Feb 16, 2021
60
$32.42 - $52.97 $1.95K - $3.18K
Acceleron Pharma Inc
Q4 2020 Filed on Feb 16, 2021
15
N/A
RBA
Ritchie Bros Auctioneers Inc

Industrials
Q4 2020 Filed on Feb 16, 2021
73
$59.72 - $75.2 $4.36K - $5.49K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
11
$84.4 - $177.39 $928 - $1.95K
AMWL
American Well Corp

Healthcare
Q4 2020 Filed on Feb 16, 2021
23
$21.66 - $38.74 $498 - $891
GO
Grocery Outlet Holding Corp.

Consumer Defensive
Q4 2020 Filed on Feb 16, 2021
46
$36.75 - $46.55 $1.69K - $2.14K
NVTA
Invitae Corp

Healthcare
Q4 2020 Filed on Feb 16, 2021
20
$39.09 - $57.4 $782 - $1.15K
MRTX
Mirati Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
10
$162.05 - $240.27 $1.62K - $2.4K
UEIC
Universal Electronics Inc

Technology
Q4 2020 Filed on Feb 16, 2021
40
$37.06 - $56.45 $1.48K - $2.26K
TGTX
Tg Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
37
$25.27 - $54.9 $935 - $2.03K
PTCT
Ptc Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
15
$47.96 - $67.64 $719 - $1.01K
NTRA
Natera, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
16
$66.66 - $111.74 $1.07K - $1.79K
Realpage Inc
Q4 2020 Filed on Feb 16, 2021
28
N/A
T Mobile Us Inc
Q3 2020 Filed on Nov 12, 2020
5
N/A
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q3 2020 Filed on Nov 12, 2020
82
$51.99 - $58.83 $4.26K - $4.82K
AYX
Alteryx, Inc.

Technology
Q3 2020 Filed on Nov 12, 2020
102
$105.71 - $181.98 $10.8K - $18.6K
SDGR
Schrodinger, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
200
$46.87 - $93.33 $9.37K - $18.7K
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2020 Filed on Nov 12, 2020
167
$13.33 - $16.42 $2.23K - $2.74K
Domtar Corp
Q3 2020 Filed on Nov 12, 2020
65
N/A
Telefonica Brasil Sa
Q3 2020 Filed on Nov 12, 2020
1,542
N/A
Sl Green Rlty Corp
Q3 2020 Filed on Nov 12, 2020
13
N/A
FTC
First Tr Lge Cap Growth

ETFs
Q3 2020 Filed on Nov 12, 2020
426
$77.47 - $88.68 $33K - $37.8K
Perspecta Inc
Q3 2020 Filed on Nov 12, 2020
0
N/A
ZS
Zscaler, Inc.

Technology
Q3 2020 Filed on Nov 12, 2020
200
$110.21 - $159.36 $22K - $31.9K
TCDA
Tricida, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
250
$8.56 - $26.93 $2.14K - $6.73K
Seattle Genetics Inc
Q3 2020 Filed on Nov 12, 2020
150
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2020 Filed on Nov 12, 2020
59
$33.75 - $43.33 $1.99K - $2.56K
NBTB
Nbt Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 12, 2020
2,296
$26.43 - $32.31 $60.7K - $74.2K
Office Depot Inc
Q3 2020 Filed on Nov 12, 2020
1,013
N/A
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
1,000
$17.47 - $24.93 $17.5K - $24.9K
RLJ
Rlj Lodging Trust

Real Estate
Q3 2020 Filed on Nov 12, 2020
49
$7.77 - $10.32 $381 - $506
REZ
Ishares Tr Residential And Mul

ETFs
Q2 2020 Filed on Aug 13, 2020
147
$49.35 - $67.83 $7.25K - $9.97K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q2 2020 Filed on Aug 13, 2020
125
$41.29 - $53.37 $5.16K - $6.67K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
434
$47.1 - $63.88 $20.4K - $27.7K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 11, 2020
118
$33.9 - $69.6 $4K - $8.21K
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