OneDigital Investment Advisors’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-164
| Closed | -$18K | – | 1062 |
|
|
2018
Q2 | $18K | Hold |
164
| – | – | ﹤0.01% | 841 |
|
|
2018
Q1 | $17K | Sell |
164
-28
| -15% | -$2.9K | ﹤0.01% | 866 |
|
|
2017
Q4 | $23K | Hold |
192
| – | – | ﹤0.01% | 755 |
|
|
2017
Q3 | $19K | Buy |
192
+34
| +22% | +$3.37K | 0.01% | 654 |
|
|
2017
Q2 | $14K | Buy |
+158
| New | +$14K | ﹤0.01% | 859 |
|