CWM
Centric Wealth Management’s Carter's CRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,570
| Closed | -$1.21M | – | 160 |
|
|
2021
Q1 | $1.21M | Buy |
13,570
+1,000
| +8% | +$88.9K | 0.34% | 76 |
|
|
2020
Q4 | $1.18M | Buy |
+12,570
| New | +$1.18M | 0.37% | 71 |
|
|
2020
Q3 | – | Sell |
-5,470
| Closed | -$441K | – | 126 |
|
|
2020
Q2 | $441K | Buy |
+5,470
| New | +$441K | 0.23% | 83 |
|