Oak Thistle LLC’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,571
| Closed | -$410K | – | 446 |
|
|
2024
Q4 | $410K | Buy |
+7,571
| New | +$410K | 0.12% | 282 |
|
|
2024
Q1 | – | Sell |
-7,643
| Closed | -$572K | – | 337 |
|
|
2023
Q4 | $572K | Buy |
7,643
+3,896
| +104% | +$292K | 0.16% | 257 |
|
|
2023
Q3 | $259K | Buy |
+3,747
| New | +$259K | 0.08% | 396 |
|