Clearstead Advisors’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28
| Closed | -$1.15K | – | 2759 |
|
|
2025
Q1 | $1.15K | Buy |
+28
| New | +$1.15K | ﹤0.01% | 1972 |
|
|
2023
Q4 | – | Sell |
-68
| Closed | -$4.7K | – | 1546 |
|
|
2023
Q3 | $4.7K | Buy |
+68
| New | +$4.7K | ﹤0.01% | 1252 |
|
|
2021
Q1 | – | Sell |
-37
| Closed | -$3K | – | 1128 |
|
|
2020
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 846 |
|
|
2020
Q3 | $3K | Sell |
37
-580
| -94% | -$47K | ﹤0.01% | 782 |
|
|
2020
Q2 | $50K | Buy |
617
+324
| +111% | +$26.3K | 0.01% | 427 |
|
|
2020
Q1 | $19K | Buy |
+293
| New | +$19K | ﹤0.01% | 504 |
|