Glassman Wealth Services’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$207 | – | 1995 |
|
|
2023
Q3 | $207 | Hold |
3
| – | – | ﹤0.01% | 1883 |
|
|
2023
Q2 | $218 | Hold |
3
| – | – | ﹤0.01% | 1794 |
|
|
2023
Q1 | $216 | Hold |
3
| – | – | ﹤0.01% | 1785 |
|
|
2022
Q4 | $224 | Hold |
3
| – | – | ﹤0.01% | 1767 |
|
|
2022
Q3 | $0 | Sell |
3
-4
| -57% | – | ﹤0.01% | 1718 |
|
|
2022
Q2 | $0 | Sell |
7
-10
| -59% | – | ﹤0.01% | 1727 |
|
|
2022
Q1 | $2K | Buy |
17
+10
| +143% | +$1.18K | ﹤0.01% | 1211 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1342 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1312 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1259 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1223 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1125 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 988 |
|
|
2020
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1200 |
|