SLWA
CRI icon

San Luis Wealth Advisors’s Carter's CRI Stock Holding History

San Luis Wealth Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,006
Closed -$726K – 87
2023
Q2 		$726K Sell
10,006
-707
-7% -$51.3K 0.26% 97
2023
Q1 		$770K Buy
+10,713
New +$770K 0.3% 95