Permanens Capital’s Carter Bankshares CARE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$145K Sell
2020
Q1
$808K Buy
2019
Q4
$1.53M Hold
2019
Q3
$1.22M Buy
2019
Q2
$1.18M Buy
2019
Q1
$950K Buy