IFP Advisors’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $393 | Buy |
11
+4
| +57% | +$145 | ﹤0.01% | 4478 |
|
|
2025
Q4 | $227 | Sell |
7
-10
| -59% | -$312 | ﹤0.01% | 4454 |
|
|
2025
Q3 | $480 | Sell |
17
-62
| -78% | -$1.78K | ﹤0.01% | 4180 |
|
|
2025
Q2 | $6.66K | Buy |
79
+31
| +65% | +$1.05K | ﹤0.01% | 3173 |
|
|
2025
Q1 | $1.96K | Hold |
48
| – | – | ﹤0.01% | 3151 |
|
|
2024
Q4 | $2.6K | Buy |
+48
| New | +$2.75K | ﹤0.01% | 3001 |
|
|
2023
Q3 | – | Sell |
-11
| Closed | -$799 | – | 3346 |
|
|
2023
Q2 | $799 | Buy |
+11
| New | +$743 | ﹤0.01% | 3124 |
|
|
2023
Q1 | – | Sell |
-55
| Closed | -$7K | – | 3572 |
|
|
2022
Q4 | $7K | Sell |
55
-15
| -21% | -$1.07K | ﹤0.01% | 3586 |
|
|
2022
Q3 | $9K | Buy |
70
+51
| +268% | +$3.91K | ﹤0.01% | 3699 |
|
|
2022
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 3965 |
|
|
2022
Q1 | $3K | Buy |
+19
| New | +$1.78K | ﹤0.01% | 3965 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3626 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3327 |
|
|
2021
Q1 | – | Sell |
-562
| Closed | -$52K | – | 3261 |
|
|
2020
Q4 | $54K | Sell |
562
-166
| -23% | -$14.6K | ﹤0.01% | 1408 |
|
|
2020
Q3 | $63K | Hold |
728
| – | – | ﹤0.01% | 1205 |
|
|
2020
Q2 | $56K | Hold |
728
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q1 | $55K | Buy |
728
+659
| +955% | +$63.4K | 0.01% | 1069 |
|
|
2019
Q4 | $8K | Hold |
69
| – | – | ﹤0.01% | 2007 |
|
|
2019
Q3 | $6K | Buy |
+69
| New | +$6.29K | ﹤0.01% | 2269 |
|
|
2019
Q1 | – | Sell |
-5,792
| Closed | -$472K | – | 2554 |
|
|
2018
Q4 | $472K | Buy |
5,792
+5,655
| +4,128% | +$514K | 0.03% | 577 |
|
|
2018
Q3 | $14K | Sell |
137
-33
| -19% | -$3.49K | ﹤0.01% | 2647 |
|
|
2018
Q2 | $18K | Sell |
170
-94
| -36% | -$10.1K | ﹤0.01% | 2522 |
|
|
2018
Q1 | $31K | Hold |
264
| – | – | ﹤0.01% | 2094 |
|
|
2017
Q4 | $31K | Sell |
264
-10
| -4% | -$1.04K | ﹤0.01% | 2119 |
|
|
2017
Q3 | $27K | Sell |
274
-694
| -72% | -$61.8K | ﹤0.01% | 2405 |
|
|
2017
Q2 | $86K | Sell |
968
-187
| -16% | -$16.5K | ﹤0.01% | 1613 |
|
|
2017
Q1 | $104K | Buy |
1,155
+30
| +3% | +$2.58K | ﹤0.01% | 1471 |
|
|
2016
Q4 | $97K | Buy |
1,125
+96
| +9% | +$8.57K | ﹤0.01% | 1481 |
|
|
2016
Q3 | $89K | Buy |
1,029
+40
| +4% | +$4.01K | ﹤0.01% | 1439 |
|
|
2016
Q2 | $105K | Buy |
+989
| New | +$102K | 0.01% | 1309 |
|
|
2016
Q1 | – | Sell |
-767
| Closed | -$68K | – | 2557 |
|
|
2015
Q4 | $68K | Buy |
+767
| New | +$68.4K | ﹤0.01% | 1413 |
|
Other funds holding CRI
VPM
RI
VCM
