JFS Wealth Advisors’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
| Closed | -$271 | – | 1947 |
|
|
2024
Q4 | $271 | Sell |
5
-21
| -81% | -$1.14K | ﹤0.01% | 1834 |
|
|
2024
Q3 | $1.69K | Buy |
26
+3
| +13% | +$195 | ﹤0.01% | 1557 |
|
|
2024
Q2 | $1.43K | Sell |
23
-5
| -18% | -$310 | ﹤0.01% | 1558 |
|
|
2024
Q1 | $2.37K | Hold |
28
| – | – | ﹤0.01% | 1380 |
|
|
2023
Q4 | $2.1K | Sell |
28
-1
| -3% | -$75 | ﹤0.01% | 1410 |
|
|
2023
Q3 | $2.01K | Buy |
29
+9
| +45% | +$623 | ﹤0.01% | 1358 |
|
|
2023
Q2 | $1.45K | Sell |
20
-1
| -5% | -$73 | ﹤0.01% | 1497 |
|
|
2023
Q1 | $1.51K | Sell |
21
-5
| -19% | -$360 | ﹤0.01% | 1463 |
|
|
2022
Q4 | $1.94K | Buy |
26
+9
| +53% | +$672 | ﹤0.01% | 1387 |
|
|
2022
Q3 | $1K | Buy |
17
+4
| +31% | +$235 | ﹤0.01% | 1520 |
|
|
2022
Q2 | $1K | Sell |
13
-12
| -48% | -$923 | ﹤0.01% | 1494 |
|
|
2022
Q1 | $2K | Buy |
25
+15
| +150% | +$1.2K | ﹤0.01% | 1393 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1307 |
|