Kingsview Wealth Management’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
13,699
-66,873
| -83% | -$2.01M | 0.01% | 838 |
|
|
2025
Q1 | $3.3M | Buy |
+80,572
| New | +$3.3M | 0.06% | 280 |
|
|
2024
Q3 | – | Sell |
-34,660
| Closed | -$2.15M | – | 1105 |
|
|
2024
Q2 | $2.15M | Buy |
34,660
+1,001
| +3% | +$62K | 0.05% | 334 |
|
|
2024
Q1 | $2.85M | Buy |
33,659
+8,654
| +35% | +$733K | 0.07% | 257 |
|
|
2023
Q4 | $1.87M | Buy |
+25,005
| New | +$1.87M | 0.06% | 295 |
|