Berman Capital Advisors’s Carter Bankshares CARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Hold |
310
| – | – | ﹤0.01% | 1470 |
|
|
2021
Q2 | $3K | Hold |
310
| – | – | ﹤0.01% | 1465 |
|
|
2021
Q1 | $4K | Hold |
310
| – | – | ﹤0.01% | 1316 |
|
|
2020
Q4 | $3K | Buy |
310
+142
| +85% | +$1.37K | ﹤0.01% | 1274 |
|
|
2020
Q3 | $1K | Buy |
168
+23
| +16% | +$137 | ﹤0.01% | 1421 |
|
|
2020
Q2 | $1K | Buy |
+145
| New | +$1K | ﹤0.01% | 1383 |
|