Concord Wealth Partners’s Carter Bankshares CARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,765
| Closed | -$56.9K | – | 965 |
|
|
2024
Q2 | $56.9K | Hold |
3,765
| – | – | 0.01% | 293 |
|
|
2024
Q1 | $47.6K | Hold |
3,765
| – | – | 0.01% | 359 |
|
|
2023
Q4 | $56.4K | Buy |
+3,765
| New | +$56.4K | 0.01% | 341 |
|
|
2021
Q3 | – | Sell |
-5,517
| Closed | -$69K | – | 925 |
|
|
2021
Q2 | $69K | Buy |
5,517
+1,500
| +37% | +$18.8K | 0.02% | 296 |
|
|
2021
Q1 | $56K | Hold |
4,017
| – | – | 0.02% | 316 |
|
|
2020
Q4 | $43K | Buy |
+4,017
| New | +$43K | 0.03% | 227 |
|