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180 Wealth Advisors’s Carter's CRI Stock Holding History

180 Wealth Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,190
Closed -$275K – 372
2022
Q3 		$275K Sell
4,190
-107
-2% -$7.02K 0.08% 260
2022
Q2 		$304K Buy
+4,297
New +$304K 0.08% 255