Montgomery Investment Management’s Carter Bankshares CARE Stock Holding History

Montgomery Investment Management’s Portfolio CARE Stock Details CARE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell
2017 Q1	$696K	Hold
2016 Q4	$548K	Buy
2016 Q3	$291K	Buy
2016 Q2	$261K	Buy
2016 Q1	$205K	Hold
2015 Q4	$202K	Hold
2015 Q3	$189K	Buy
2015 Q2	$164K	Hold
2015 Q1	$171K	Hold
2014 Q4	$165K	Buy