Shepherd Financial Partners’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,044
| Closed | -$660K | – | 119 |
|
|
2019
Q4 | $660K | Buy |
6,044
+20
| +0.3% | +$2.18K | 0.15% | 85 |
|
|
2019
Q3 | $550K | Hold |
6,024
| – | – | 0.14% | 86 |
|
|
2019
Q2 | $588K | Sell |
6,024
-7
| -0.1% | -$683 | 0.11% | 87 |
|
|
2019
Q1 | $608K | Buy |
6,031
+50
| +0.8% | +$5.04K | 0.12% | 84 |
|
|
2018
Q4 | $488K | Buy |
+5,981
| New | +$488K | 0.11% | 87 |
|