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Summit Trail Advisors’s Carter's CRI Stock Holding History

Summit Trail Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$533K Buy
+17,683
New +$533K 0.01% 714
2018
Q1 		– Sell
-38
Closed -$5K – 700
2017
Q4 		$5K Buy
+38
New +$5K ﹤0.01% 1405