Geneos Wealth Management’s Carter Bankshares CARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51K | Hold |
|
|||||
|
2025
Q2 | $45.5K | Sell |
|
|||||
|
2025
Q1 | $60.1K | Buy |
|
|||||
|
2024
Q4 | $19.2K | Hold |
|
|||||
|
2024
Q3 | $19K | Hold |
|
|||||
|
2024
Q2 | $16.5K | Hold |
|
|||||
|
2024
Q1 | $13.8K | Buy |
|
|||||
|
2023
Q4 | $7.49K | Hold |
|
|||||
|
2023
Q3 | $6.26K | Hold |
|
|||||
|
2023
Q2 | $7.39K | Hold |
|
|||||
|
2023
Q1 | $7K | Hold |
|
|||||
|
2022
Q4 | $8.29K | Hold |
|
|||||
|
2022
Q3 | $8K | Sell |
|
|||||
|
2022
Q2 | $9K | Hold |
|
|||||
|
2022
Q1 | $12K | Hold |
|
|||||
|
2021
Q4 | $11K | Hold |
|
|||||
|
2021
Q3 | $10K | Hold |
|
|||||
|
2021
Q2 | $9K | Hold |
|
|||||
|
2021
Q1 | $9K | Hold |
|
|||||
|
2020
Q4 | $9K | Buy |
|