IndexIQ 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
Q1 | – | Sell |
-22,815
| Closed | -$245K | – | 1156 |
|
|
2020
Q4 | $245K | Buy |
22,815
+2,355
| +12% | +$25.3K | 0.01% | 816 |
|
|
2020
Q3 | $136K | Buy |
20,460
+1,110
| +6% | +$7.38K | 0.01% | 875 |
|
|
2020
Q2 | $156K | Sell |
19,350
-766
| -4% | -$6.18K | 0.01% | 778 |
|
|
2020
Q1 | $184K | Buy |
+20,116
| New | +$184K | 0.01% | 587 |
|