Spire Wealth Management’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-39
| Closed | -$2.11K | – | 2490 |
|
|
2024
Q4 | $2.11K | Buy |
39
+8
| +26% | +$433 | ﹤0.01% | 2247 |
|
|
2024
Q3 | $2.01K | Buy |
+31
| New | +$2.01K | ﹤0.01% | 2001 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$847 | – | 2238 |
|
|
2024
Q1 | $847 | Hold |
10
| – | – | ﹤0.01% | 2230 |
|
|
2023
Q4 | $732 | Buy |
+10
| New | +$732 | ﹤0.01% | 2311 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 2247 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 2479 |
|