Carroll Financial Associates’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,781
| Closed | -$183K | – | 1798 |
|
2021
Q2 | $183K | Buy |
+1,781
| New | +$183K | 0.01% | 432 |
|
2021
Q1 | – | Sell |
-230
| Closed | -$21K | – | 1643 |
|
2020
Q4 | $21K | Buy |
+230
| New | +$21K | ﹤0.01% | 909 |
|
2019
Q3 | – | Sell |
-19
| Closed | -$1K | – | 1544 |
|
2019
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1439 |
|