Nisa Investment Advisors’s Carter Bankshares CARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Buy |
714
+14
| +2% | +$243 | ﹤0.01% | 2168 |
|
|
2025
Q1 | $11.3K | Hold |
700
| – | – | ﹤0.01% | 2067 |
|
|
2024
Q4 | $12.3K | Hold |
700
| – | – | ﹤0.01% | 2081 |
|
|
2024
Q3 | $12.2K | Hold |
700
| – | – | ﹤0.01% | 2057 |
|
|
2024
Q2 | $10.6K | Buy |
+700
| New | +$10.6K | ﹤0.01% | 2134 |
|
|
2023
Q4 | – | Sell |
-1,430
| Closed | -$17.9K | – | 2659 |
|
|
2023
Q3 | $17.9K | Hold |
1,430
| – | – | ﹤0.01% | 2053 |
|
|
2023
Q2 | $21.2K | Buy |
+1,430
| New | +$21.2K | ﹤0.01% | 2078 |
|