AWM
Avior Wealth Management’s Carter's CRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-117
| Closed | -$9.91K | – | 2589 |
|
|
2024
Q1 | $9.91K | Buy |
+117
| New | +$9.91K | ﹤0.01% | 1876 |
|
|
2020
Q2 | – | Sell |
-3,480
| Closed | -$228K | – | 909 |
|
|
2020
Q1 | $228K | Hold |
3,480
| – | – | 0.04% | 318 |
|
|
2019
Q4 | $380K | Buy |
+3,480
| New | +$380K | 0.06% | 270 |
|