Sound Income Strategies’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $200K | Sell |
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|
2025
Q2 | $222K | Sell |
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|
2025
Q1 | $9.69M | Buy |
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|
2024
Q4 | $12.6M | Buy |
|
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|
2024
Q3 | $11.4M | Buy |
|
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $8.48M | Buy |
|
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|
2023
Q4 | $6.98M | Buy |
|
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|
2023
Q3 | $5.99M | Buy |
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|
2023
Q2 | $5.8M | Buy |
|
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|
2023
Q1 | $5.3M | Buy |
|
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|
2022
Q4 | $4.77M | Buy |
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|
2022
Q3 | $3.74M | Buy |
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|
2022
Q2 | $3.58M | Buy |
|