Carolinas Wealth Consulting LLC Closed Holding Positions

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HZO
Marinemax Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
56
$34.74 - $61.77 $1.95K - $3.46K
CNQ
Canadian Natural Resources LTD

Energy
Q4 2020 Filed on Feb 16, 2021
28
$15.54 - $25.23 $435 - $706
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q4 2020 Filed on Feb 16, 2021
394
$28.28 - $29.5 $11.1K - $11.6K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
9
$172.44 - $231.8 $1.55K - $2.09K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
6
$2.65 - $5.25 $15.9 - $31.5
LEG
Leggett & Platt Inc

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
24
$39.99 - $45.66 $960 - $1.1K
Valaris PLC
Q4 2020 Filed on Feb 16, 2021
122
N/A
HR
Healthcare Realty Trust Inc

Real Estate
Q4 2020 Filed on Feb 16, 2021
31
$23.71 - $28.18 $735 - $874
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
128
$7.41 - $12.63 $948 - $1.62K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
107
$7.27 - $11.42 $778 - $1.22K
REXR
Rexford Industrial Realty, Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
36
$46.46 - $52.16 $1.67K - $1.88K
IYK
Ishares U.S. Consumer Staples

ETFs
Q4 2020 Filed on Feb 16, 2021
18
$144.79 - $173.41 $2.61K - $3.12K
IAT
Ishares Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
150
$32.9 - $45.34 $4.94K - $6.8K
IOO
Ishares Tr Global 100 ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
941
$54.54 - $63.14 $51.3K - $59.4K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2020 Filed on Feb 16, 2021
338
$47.75 - $54.6 $16.1K - $18.5K
Qts Rlty Tr Inc
Q4 2020 Filed on Feb 16, 2021
11
N/A
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
116
$28.04 - $50.26 $3.25K - $5.83K
JPEM
Jp Morgan Diversified Return

ETFs
Q4 2020 Filed on Feb 16, 2021
53
$46.21 - $55.01 $2.45K - $2.92K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
50
$16.52 - $21.49 $826 - $1.07K
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
Apartment Invt & Mgmt CO
Q4 2020 Filed on Feb 16, 2021
38
N/A
CTRE
Care Trust Reit, Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
23
$16.89 - $23.49 $388 - $540
HRB
H&R Block Inc

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
0
$15.16 - $19.18 $0 - $0
BRX
Brixmor Property Group Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
35
$10.83 - $17.12 $379 - $599
COLD
Americold Realty Trust

Real Estate
Q4 2020 Filed on Feb 16, 2021
15
$33.33 - $39.13 $500 - $587
Vereit Inc
Q4 2020 Filed on Feb 16, 2021
377
N/A
AAT
American Assets Trust, Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
17
$20.93 - $31.38 $356 - $533
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
43
$36.35 - $43.91 $1.56K - $1.89K
Proshares Tr
Q4 2020 Filed on Feb 16, 2021
1,000
N/A
FDL
First Tr Morningstar Dividend

ETFs
Q4 2020 Filed on Feb 16, 2021
1,985
$25.5 - $30.51 $50.6K - $60.6K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
Q4 2020 Filed on Feb 16, 2021
964
$10.63 - $17.66 $10.2K - $17K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q4 2020 Filed on Feb 16, 2021
291
$4.03 - $5.91 $1.17K - $1.72K
BHP
Bhp Group LTD

Basic Materials
Q4 2020 Filed on Feb 16, 2021
78
$42.55 - $59.13 $3.32K - $4.61K
DXC
Dxc Technology CO

Technology
Q4 2020 Filed on Feb 16, 2021
29
$17.64 - $25.75 $512 - $747
Unilever N V
Q4 2020 Filed on Feb 16, 2021
73
N/A
Washington Prime Group New
Q4 2020 Filed on Feb 16, 2021
88
N/A
SAGE
Sage Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
6
$58.41 - $89.06 $350 - $534
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
DRE
Duke Realty Corp

Real Estate
Q4 2020 Filed on Feb 16, 2021
112
$37.16 - $40.93 $4.16K - $4.58K
CUBE
Cube Smart

Real Estate
Q4 2020 Filed on Feb 16, 2021
25
$31.24 - $34.87 $781 - $872
BPMC
Blueprint Medicines Corp

Healthcare
Q4 2020 Filed on Feb 16, 2021
20
$92.08 - $124.48 $1.84K - $2.49K
KWR
Quaker Chemical Corp

Basic Materials
Q4 2020 Filed on Feb 16, 2021
18
$179.49 - $259.54 $3.23K - $4.67K
PEGA
Pegasystems Inc

Technology
Q4 2020 Filed on Feb 16, 2021
31
$113.4 - $139.82 $3.52K - $4.33K
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
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