Impact Partnership Wealth’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,100
| Closed | -$276K | – | 278 |
|
|
2024
Q4 | $276K | Buy |
5,100
+1,393
| +38% | +$75.5K | 0.06% | 214 |
|
|
2024
Q3 | $241K | Sell |
3,707
-2,528
| -41% | -$164K | 0.05% | 207 |
|
|
2024
Q2 | $386K | Buy |
6,235
+3,930
| +170% | +$244K | 0.1% | 136 |
|
|
2024
Q1 | $195K | Sell |
2,305
-611
| -21% | -$51.7K | 0.08% | 181 |
|
|
2023
Q4 | $218K | Buy |
2,916
+941
| +48% | +$70.5K | 0.08% | 168 |
|
|
2023
Q3 | $137K | Buy |
+1,975
| New | +$137K | 0.04% | 252 |
|