Arkadios Wealth Advisors’s Carter's CRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-473
| Closed | -$46K | – | 801 |
|
|
2021
Q3 | $46K | Sell |
473
-30
| -6% | -$2.92K | 0.01% | 897 |
|
|
2021
Q2 | $51K | Sell |
503
-139
| -22% | -$14.1K | 0.01% | 913 |
|
|
2021
Q1 | $57K | Sell |
642
-60
| -9% | -$5.33K | 0.01% | 654 |
|
|
2020
Q4 | $66K | Buy |
702
+330
| +89% | +$31K | 0.01% | 501 |
|
|
2020
Q3 | $30.2K | Buy |
372
+254
| +215% | +$20.6K | 0.02% | 510 |
|
|
2020
Q2 | $9.79K | Hold |
118
| – | – | 0.01% | 684 |
|
|
2020
Q1 | $7.76K | Hold |
118
| – | – | ﹤0.01% | 689 |
|
|
2019
Q4 | $13K | Buy |
+118
| New | +$13K | 0.01% | 535 |
|