Carson Wealth (CWM LLC)’s Carter's CRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
18,452
+8,768
| +91% | +$264K | ﹤0.01% | 1541 |
|
|
2025
Q1 | $396K | Sell |
9,684
-10,999
| -53% | -$450K | ﹤0.01% | 1549 |
|
|
2024
Q4 | $1.12M | Buy |
20,683
+13,195
| +176% | +$715K | ﹤0.01% | 1018 |
|
|
2024
Q3 | $487K | Buy |
7,488
+6,893
| +1,158% | +$448K | ﹤0.01% | 1322 |
|
|
2024
Q2 | $37K | Buy |
595
+483
| +431% | +$30K | ﹤0.01% | 2667 |
|
|
2024
Q1 | $9K | Buy |
112
+34
| +44% | +$2.73K | ﹤0.01% | 3381 |
|
|
2023
Q4 | $6K | Hold |
78
| – | – | ﹤0.01% | 3403 |
|
|
2023
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 3430 |
|
|
2023
Q2 | $6K | Sell |
78
-95
| -55% | -$7.31K | ﹤0.01% | 3328 |
|
|
2023
Q1 | $12K | Sell |
173
-13
| -7% | -$902 | ﹤0.01% | 2838 |
|
|
2022
Q4 | $14K | Sell |
186
-78
| -30% | -$5.87K | ﹤0.01% | 2598 |
|
|
2022
Q3 | $17K | Buy |
264
+81
| +44% | +$5.22K | ﹤0.01% | 2320 |
|
|
2022
Q2 | $13K | Buy |
183
+58
| +46% | +$4.12K | ﹤0.01% | 2406 |
|
|
2022
Q1 | $11K | Buy |
125
+1
| +0.8% | +$88 | ﹤0.01% | 2401 |
|
|
2021
Q4 | $13K | Buy |
+124
| New | +$13K | ﹤0.01% | 2189 |
|
|
2021
Q2 | $13K | Hold |
122
| – | – | ﹤0.01% | 1976 |
|
|
2021
Q1 | $13K | Hold |
122
| – | – | ﹤0.01% | 1976 |
|
|
2020
Q4 | $13K | Hold |
122
| – | – | ﹤0.01% | 1976 |
|
|
2020
Q3 | $13K | Hold |
122
| – | – | ﹤0.01% | 1976 |
|
|
2020
Q2 | $13K | Hold |
122
| – | – | ﹤0.01% | 1976 |
|
|
2020
Q1 | $13K | Hold |
122
| – | – | ﹤0.01% | 1976 |
|
|
2019
Q4 | $13K | Hold |
122
| – | – | ﹤0.01% | 1976 |
|
|
2019
Q3 | $13K | Hold |
122
| – | – | ﹤0.01% | 1976 |
|
|
2019
Q2 | $13K | Hold |
122
| – | – | ﹤0.01% | 1976 |
|
|
2019
Q1 | $13K | Sell |
122
-41,071
| -100% | -$4.38M | ﹤0.01% | 1976 |
|
|
2018
Q4 | $3.36M | Buy |
41,193
+35,069
| +573% | +$2.86M | 0.08% | 205 |
|
|
2018
Q3 | $604K | Buy |
6,124
+6,040
| +7,190% | +$596K | 0.02% | 366 |
|
|
2018
Q2 | $9K | Buy |
+84
| New | +$9K | ﹤0.01% | 1022 |
|