Schubert & Co’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23
| Closed | -$1.66K | – | 378 |
|
|
2023
Q1 | $1.66K | Buy |
23
+1
| +5% | +$72 | ﹤0.01% | 988 |
|
|
2022
Q4 | $1.64K | Buy |
22
+2
| +10% | +$149 | ﹤0.01% | 973 |
|
|
2022
Q3 | $1K | Buy |
20
+6
| +43% | +$300 | ﹤0.01% | 1054 |
|
|
2022
Q2 | $1K | Buy |
14
+6
| +75% | +$429 | ﹤0.01% | 1043 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 632 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 582 |
|