Charles Carroll Financial Partners, LLC Closed Holding Positions

Charles Carroll Financial Partners, LLC

  • $92.9 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
ANSS
Ansys Inc

Technology
Q1 2022 Filed on May 12, 2022
500
$289.94 - $395.49 $145K - $198K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
1,150
$116.51 - $209.93 $134K - $241K
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on May 12, 2022
1,250
$303.87 - $423.8 $380K - $530K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on May 12, 2022
8,485
$119.6 - $152.37 $1.01M - $1.29M
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on May 12, 2022
1,835
$122.95 - $129.16 $226K - $237K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
4,100
$79.29 - $116.68 $325K - $478K
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