Partners in Financial Planning’s Carter Bankshares CARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
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|
2025
Q1 | $235K | Hold |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $364K | Buy |
|
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $343K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $323K | Buy |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $186K | Buy |
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