Carolinas Wealth Consulting LLC Closed Holding Positions

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
Apartment Invt & Mgmt CO
Q4 2020 Filed on Feb 16, 2021
38
N/A
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
116
$28.04 - $50.26 $3.25K - $5.83K
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
HRB
H&R Block Inc

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
0
$15.16 - $19.18 $0 - $0
IYK
Ishares U.S. Consumer Staples

ETFs
Q4 2020 Filed on Feb 16, 2021
18
$144.79 - $173.41 $2.61K - $3.12K
MNRL
Brigham Minerals, Inc.

Energy
Q4 2020 Filed on Feb 16, 2021
50
$8.51 - $11.87 $426 - $594
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q4 2020 Filed on Feb 16, 2021
52
$42.4 - $51.91 $2.2K - $2.7K
NEO
Neogenomics Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
52
$36.08 - $56.47 $1.88K - $2.94K
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
INSM
Insmed Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
47
$31.45 - $40.54 $1.48K - $1.91K
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
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
SMPL
Simply Good Foods CO

Consumer Defensive
Q4 2020 Filed on Feb 16, 2021
72
$18.77 - $31.36 $1.35K - $2.26K
KWR
Quaker Chemical Corp

Basic Materials
Q4 2020 Filed on Feb 16, 2021
18
$179.49 - $259.54 $3.23K - $4.67K
BHVN
Biohaven Pharmaceutical Holding CO Ltd.

Healthcare
Q4 2020 Filed on Feb 16, 2021
18
$65.07 - $98.24 $1.17K - $1.77K
FOLD
Amicus Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
93
$13.47 - $24.89 $1.25K - $2.31K
WWD
Woodward, Inc.

Industrials
Q4 2020 Filed on Feb 16, 2021
29
$76.77 - $121.78 $2.23K - $3.53K
SLQT
Select Quote, Inc.

Financial Services
Q4 2020 Filed on Feb 16, 2021
63
$16.85 - $23.64 $1.06K - $1.49K
Medallia Inc
Q4 2020 Filed on Feb 16, 2021
51
N/A
BPMC
Blueprint Medicines Corp

Healthcare
Q4 2020 Filed on Feb 16, 2021
20
$92.08 - $124.48 $1.84K - $2.49K
LITE
Lumentum Holdings Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
25
$77.01 - $98.94 $1.93K - $2.47K
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