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CreativeOne Wealth’s Carter's CRI Stock Holding History

CreativeOne Wealth’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,383
Closed -$520K – 705
2022
Q2 		$520K Buy
+7,383
New +$520K 0.03% 407