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Carroll Financial Associates, Inc.: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carroll Financial Associates, Inc. on QUAL, newest first. How the timeline and the estimate are built.

Carroll Financial Associates, Inc. held 44,794 QUAL shares at 2021-12-31 per its 13F-HR filed 2022-01-06.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 44,794 shares
    Change vs previous 13F +1,888 shares

    0.35% of the 13F portfolio, value $6,552,000.

    13F-HR 0000909012-22-000001 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 42,906 shares
    Change vs previous 13F +3,331 shares

    0.32% of the 13F portfolio, value $5,652,000.

    13F-HR 0000909012-21-000125 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 39,575 shares
    Change vs previous 13F +5,800 shares

    0.3% of the 13F portfolio, value $5,258,000.

    13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 33,775 shares
    Change vs previous 13F +1,431 shares

    0.25% of the 13F portfolio, value $4,113,000.

    13F-HR 0000909012-21-000061 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 32,344 shares
    Change vs previous 13F +1,225 shares

    0.25% of the 13F portfolio, value $3,758,000.

    13F-HR 0000909012-21-000002 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 31,119 shares
    Change vs previous 13F +2,552 shares

    0.25% of the 13F portfolio, value $3,228,000.

    13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 28,567 shares
    Change vs previous 13F +2,193 shares

    0.23% of the 13F portfolio, value $2,740,000.

    13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 26,374 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,137,000.

    13F-HR 0000909012-20-000057 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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