AWM
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Angeles Wealth Management’s Carter's CRI Stock Holding History

Angeles Wealth Management’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.14M Buy
70,977
+17,817
+34% +$537K 0.15% 54
2025
Q1 		$2.17M Buy
53,160
+46,398
+686% +$1.9M 0.18% 51
2024
Q4 		$366K Buy
+6,762
New +$366K 0.03% 175