Lee Financial’s Carter's CRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-129	Closed	-$9.66K	–	296
2023 Q4	$9.66K	Buy	129 +34	+36%	+$2.55K	﹤0.01%	436
2023 Q3	$6.57K	Hold	95	–	–	﹤0.01%	479
2023 Q2	$6.9K	Sell	95 -50	-34%	-$3.63K	﹤0.01%	466
2023 Q1	$10.4K	Hold	145	–	–	﹤0.01%	410
2022 Q4	$10.8K	Hold	145	–	–	﹤0.01%	449
2022 Q3	$10K	Buy	145 +40	+38%	+$2.76K	﹤0.01%	429
2022 Q2	$7K	Hold	105	–	–	﹤0.01%	499
2022 Q1	$10K	Hold	105	–	–	﹤0.01%	430
2021 Q4	$11K	Hold	105	–	–	﹤0.01%	475
2021 Q3	$10K	Hold	105	–	–	﹤0.01%	422
2021 Q2	$11K	Hold	105	–	–	﹤0.01%	390
2021 Q1	$9K	Hold	105	–	–	﹤0.01%	396
2020 Q4	$10K	Hold	105	–	–	﹤0.01%	373
2020 Q3	$9K	Hold	105	–	–	﹤0.01%	409
2020 Q2	$8K	Hold	105	–	–	﹤0.01%	395
2020 Q1	$7K	Hold	105	–	–	﹤0.01%	338
2019 Q4	$11K	Hold	105	–	–	﹤0.01%	330
2019 Q3	$10K	Hold	105	–	–	﹤0.01%	337
2019 Q2	$10K	Hold	105	–	–	﹤0.01%	349
2019 Q1	$11K	Hold	105	–	–	﹤0.01%	323
2018 Q4	$9K	Hold	105	–	–	﹤0.01%	293
2018 Q3	$10K	Buy	105 +25	+31%	+$2.38K	﹤0.01%	323
2018 Q2	$9K	Hold	80	–	–	﹤0.01%	499
2018 Q1	$8K	Hold	80	–	–	﹤0.01%	526
2017 Q4	$9K	Buy	+80	New	+$9K	﹤0.01%	344