Lenox 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-34
| Closed | -$2K | – | 626 |
|
2020
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 571 |
|
2019
Q2 | – | Sell |
-35
| Closed | -$4K | – | 443 |
|
2019
Q1 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 392 |
|
2018
Q2 | – | Sell |
-11
| Closed | -$1K | – | 566 |
|
2018
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 501 |
|