Heritage Wealth Advisors’s Carter Bankshares CARE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,700	Closed	-$109K	–	542
2021 Q2	$109K	Hold	8,700	–	–	0.01%	251
2021 Q1	$121K	Hold	8,700	–	–	0.01%	245
2020 Q4	$93K	Buy	+8,700	New	+$93K	0.01%	265