BerganKDV Wealth Management’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $17K | Sell |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $32K | Sell |
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|
2020
Q3 | $30K | Sell |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $44K | Sell |
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|
2019
Q4 | $659K | Sell |
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|
2019
Q3 | $566K | Sell |
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|
2019
Q2 | $778K | Sell |
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|
2019
Q1 | $828K | Sell |
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|
2018
Q4 | $675K | Sell |
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|
2018
Q3 | $825K | Sell |
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|
2018
Q2 | $944K | Sell |
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|
2018
Q1 | $910K | Buy |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $844K | Buy |
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|
2017
Q2 | $739K | Sell |
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|
2017
Q1 | $789K | Buy |
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|
2016
Q4 | $678K | Buy |
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|
2016
Q3 | $610K | Buy |
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|
2016
Q2 | $622K | Buy |
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|
2016
Q1 | $524K | Buy |
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