Carroll Financial Associates, Inc.: CLIX position timeline

Carroll Financial Associates, Inc. held 0 CLIX shares at 2021-06-30 per its 13F-HR filed 2021-07-13.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 0 shares

   Change vs previous 13F -185 shares

   13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
   Filed 2021-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2021-03-31

   13F 185 shares

   Change vs previous 13F -48 shares

   <0.01% of the 13F portfolio, value $15,000.

   13F-HR 0000909012-21-000061 filed by Carroll Financial Associates, Inc.
   Filed 2021-04-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2020-12-31

   13F 233 shares

   Change vs previous 13F -519 shares

   <0.01% of the 13F portfolio, value $21,000.

   13F-HR 0000909012-21-000002 filed by Carroll Financial Associates, Inc.
   Filed 2021-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2020-09-30

   13F 752 shares

   Change vs previous 13F -3,732 shares

   <0.01% of the 13F portfolio, value $63,000.

   13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
   Filed 2020-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2020-06-30

   13F 4,484 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $326,000.

   13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
   Filed 2020-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).