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Disclosery

Carroll Financial Associates, Inc.: XSW position timeline

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

Carroll Financial Associates, Inc. held 0 XSW 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 -1,451 shares

    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).

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

  2. period ended2021-03-31
    13F 1,451 shares
    Change vs previous 13F -4,284 shares

    0.01% of the 13F portfolio, value $228,000.

    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).

  3. period ended2020-12-31
    13F 5,735 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $883,000.

    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).

  4. period ended2020-09-30
    13F 5,715 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $681,000.

    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).