Nicola Wealth Management’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.05M | Buy |
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|
2025
Q2 | $2.14M | Hold |
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|
2025
Q1 | $2.91M | Hold |
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|
2024
Q4 | $5.54M | Hold |
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|
2024
Q3 | $6.25M | Buy |
|
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|
2024
Q2 | $3.15M | Hold |
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|
2024
Q1 | $4.25M | Hold |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $1.79M | Hold |
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|
2023
Q2 | $1.84M | Hold |
|
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|
2023
Q1 | $1.86M | Hold |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $463K | Buy |
|