Cornerstone Planning Group’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21
| Closed | -$1.17K | – | 1417 |
|
|
2024
Q3 | $1.17K | Hold |
21
| – | – | ﹤0.01% | 908 |
|
|
2024
Q2 | $1.25K | Buy |
+21
| New | +$1.25K | ﹤0.01% | 891 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$508 | – | 1232 |
|
|
2023
Q2 | $508 | Buy |
+7
| New | +$508 | ﹤0.01% | 1458 |
|
|
2022
Q4 | $1.03K | Buy |
+13
| New | +$1.03K | ﹤0.01% | 1349 |
|