Cetera Investment Advisers’s Carter Bankshares CARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
19,456
-30
| -0.2% | -$520 | ﹤0.01% | 3299 |
|
|
2025
Q1 | $315K | Sell |
19,486
-87
| -0.4% | -$1.41K | ﹤0.01% | 3223 |
|
|
2024
Q4 | $344K | Hold |
19,573
| – | – | ﹤0.01% | 2992 |
|
|
2024
Q3 | $340K | Hold |
19,573
| – | – | ﹤0.01% | 2962 |
|
|
2024
Q2 | $296K | Buy |
19,573
+500
| +3% | +$7.56K | ﹤0.01% | 3039 |
|
|
2024
Q1 | $241K | Buy |
+19,073
| New | +$241K | ﹤0.01% | 3219 |
|