Carroll Investors, Inc Closed Holding Positions

Carroll Investors, Inc

  • $152 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2022 Filed on Jul 26, 2022
1,209
$119.89 - $142.83 $145K - $173K
XLK
Technology Sector Spdr

ETFs
Q2 2022 Filed on Jul 26, 2022
1,327
$123.49 - $161.47 $164K - $214K
HYD
Vaneck High Yield Muni ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
7
$51.24 - $57.32 $359 - $401
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2022 Filed on Jul 26, 2022
3,834
$49.43 - $58.65 $190K - $225K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2022 Filed on Jul 26, 2022
106
$40.38 - $48.66 $4.28K - $5.16K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2022 Filed on Jul 26, 2022
37
$40.48 - $47.83 $1.5K - $1.77K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q2 2022 Filed on Jul 26, 2022
1,704
$62.54 - $75.23 $107K - $128K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2022 Filed on Jul 26, 2022
1,801
$44.4 - $54.03 $80K - $97.3K
FCNCA
First Citizens Bancshares Inc

Financial Services
Q2 2022 Filed on Jul 26, 2022
6
$598.79 - $700.4 $3.59K - $4.2K
TRP
Tc Energy Corp

Energy
Q2 2022 Filed on Jul 26, 2022
52
$50.11 - $59.05 $2.61K - $3.07K
MMM
3 M CO

Industrials
Q2 2022 Filed on Jul 26, 2022
8
$129.41 - $154.23 $1.04K - $1.23K
UL
Unilever PLC

Consumer Defensive
Q2 2022 Filed on Jul 26, 2022
58
$43.05 - $48.33 $2.5K - $2.8K
VZ
Verizon Communications Inc

Communication Services
Q2 2022 Filed on Jul 26, 2022
91
$46.23 - $55.01 $4.21K - $5.01K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2022 Filed on Jul 26, 2022
250
$14.57 - $17.56 $3.64K - $4.39K
ETN
Eaton Corp PLC

Industrials
Q2 2022 Filed on Jul 26, 2022
12
$125.52 - $151.81 $1.51K - $1.82K
BATRA
Liberty Media Corp

Communication Services
Q2 2022 Filed on Jul 26, 2022
600
$24.81 - $29.34 $14.9K - $17.6K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Jul 26, 2022
40
$389.13 - $547.75 $15.6K - $21.9K
EA
Electronic Arts Inc.

Communication Services
Q2 2022 Filed on Jul 26, 2022
4
$111.6 - $141.5 $446 - $566
MCD
Mcdonalds Corp

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
45
$229.0 - $255.85 $10.3K - $11.5K
BP
Bp PLC

Energy
Q2 2022 Filed on Jul 26, 2022
1,448
$27.36 - $34.19 $39.6K - $49.5K
BAC
Bank Of America Corp

Financial Services
Q2 2022 Filed on Jul 26, 2022
2,800
$31.13 - $40.9 $87.2K - $115K
AOA
Ishares Tr Core Aggressive All

ETFs
Q2 2022 Filed on Jul 26, 2022
453
$58.69 - $69.52 $26.6K - $31.5K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 26, 2022
30
$93.29 - $138.58 $2.8K - $4.16K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
24
$8.33 - $16.96 $200 - $407
UA
Under Armour Inc Cl C

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
24
$7.58 - $15.53 $182 - $373
VTWO
Vanguard Russell 2000 ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
32
$66.31 - $83.95 $2.12K - $2.69K
VMC
Vulcan Materials CO

Basic Materials
Q2 2022 Filed on Jul 26, 2022
162
$141.45 - $185.43 $22.9K - $30K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Jul 26, 2022
482
$36.58 - $70.5 $17.6K - $34K
UGI
Ugi Corp

Utilities
Q2 2022 Filed on Jul 26, 2022
529
$34.3 - $44.54 $18.1K - $23.6K
OCX
Oncocyte Corp

Healthcare
Q2 2022 Filed on Jul 26, 2022
300
$0.86 - $1.53 $258 - $459
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q2 2022 Filed on Jul 26, 2022
407
$10.37 - $23.31 $4.22K - $9.49K
MCHP
Microchip Technology Inc

Technology
Q2 2022 Filed on Jul 26, 2022
716
$57.13 - $74.38 $40.9K - $53.3K
COP
Conocophillips

Energy
Q2 2022 Filed on Jul 26, 2022
400
$87.89 - $122.71 $35.2K - $49.1K
ENB
Enbridge Inc

Energy
Q2 2022 Filed on Jul 26, 2022
1,567
$40.49 - $47.53 $63.4K - $74.5K
FBNC
First Bancorp

Financial Services
Q2 2022 Filed on Jul 26, 2022
662
$34.03 - $41.46 $22.5K - $27.4K
PSX
Phillips 66

Energy
Q2 2022 Filed on Jul 26, 2022
200
$81.02 - $110.25 $16.2K - $22.1K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
8
$30.35 - $72.73 $243 - $582
D
Dominion Energy, Inc

Utilities
Q2 2022 Filed on Jul 26, 2022
781
$73.41 - $88.38 $57.3K - $69K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
171
$89.75 - $134.28 $15.3K - $23K
HON
Honeywell International Inc

Industrials
Q2 2022 Filed on Jul 26, 2022
503
$173.2 - $205.85 $87.1K - $104K
REZI
Resideo Technologies, Inc.

Industrials
Q2 2022 Filed on Jul 26, 2022
78
$19.37 - $26.03 $1.51K - $2.03K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
229
$194.2 - $261.13 $44.5K - $59.8K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q2 2022 Filed on Jul 26, 2022
1,263
$4.48 - $8.22 $5.66K - $10.4K
ESI
Element Solutions Inc

Basic Materials
Q2 2022 Filed on Jul 26, 2022
526
$17.73 - $22.17 $9.33K - $11.7K
GLW
Corning Inc

Technology
Q2 2022 Filed on Jul 26, 2022
190
$31.37 - $37.27 $5.96K - $7.08K
EPD
Enterprise Products Partners L.P.

Energy
Q2 2022 Filed on Jul 26, 2022
4,118
$23.45 - $28.47 $96.6K - $117K
WDAY
Workday, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
167
$136.59 - $243.0 $22.8K - $40.6K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2022 Filed on Jul 26, 2022
1,264
$26.34 - $35.77 $33.3K - $45.2K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q2 2022 Filed on Jul 26, 2022
1,668
$20.87 - $33.18 $34.8K - $55.3K
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