J.P. Morgan Private Wealth Advisors’s Carter's CRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,525
| Closed | -$329K | – | 1728 |
|
|
2023
Q2 | $329K | Sell |
4,525
-2,511
| -36% | -$182K | ﹤0.01% | 1206 |
|
|
2023
Q1 | $506K | Buy |
7,036
+173
| +3% | +$12.4K | ﹤0.01% | 1475 |
|
|
2022
Q4 | $512K | Buy |
6,863
+2,281
| +50% | +$170K | ﹤0.01% | 1468 |
|
|
2022
Q3 | $300K | Buy |
4,582
+224
| +5% | +$14.7K | ﹤0.01% | 1645 |
|
|
2022
Q2 | $307K | Buy |
4,358
+175
| +4% | +$12.3K | ﹤0.01% | 1640 |
|
|
2022
Q1 | $385K | Buy |
4,183
+379
| +10% | +$34.9K | ﹤0.01% | 1644 |
|
|
2021
Q4 | $385K | Sell |
3,804
-202
| -5% | -$20.4K | ﹤0.01% | 1647 |
|
|
2021
Q3 | $390K | Buy |
4,006
+100
| +3% | +$9.74K | ﹤0.01% | 1601 |
|
|
2021
Q2 | $403K | Buy |
3,906
+1,458
| +60% | +$150K | ﹤0.01% | 1558 |
|
|
2021
Q1 | $218K | Sell |
2,448
-1,147
| -32% | -$102K | ﹤0.01% | 1649 |
|
|
2020
Q4 | $338K | Sell |
3,595
-224
| -6% | -$21.1K | ﹤0.01% | 1452 |
|
|
2020
Q3 | $331K | Buy |
3,819
+36
| +1% | +$3.12K | ﹤0.01% | 1321 |
|
|
2020
Q2 | $305K | Sell |
3,783
-432
| -10% | -$34.8K | ﹤0.01% | 1298 |
|
|
2020
Q1 | $277K | Buy |
+4,215
| New | +$277K | ﹤0.01% | 1162 |
|