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Clearstead Trust’s Carter's CRI Stock Holding History

Clearstead Trust’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.37K Buy
145
+79
+120% +$2.38K ﹤0.01% 781
2025
Q1 		$2.7K Buy
+66
New +$2.7K ﹤0.01% 725