Sutton Wealth Advisors’s Carter's CRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-11
| Closed | -$821 | – | 982 |
|
2022
Q4 | $821 | Hold |
11
| – | – | ﹤0.01% | 1384 |
|
2022
Q3 | $721 | Buy |
11
+7
| +175% | +$459 | ﹤0.01% | 1389 |
|
2022
Q2 | $282 | Buy |
+4
| New | +$282 | ﹤0.01% | 1544 |
|
2022
Q1 | – | Sell |
-5
| Closed | -$506 | – | 1646 |
|
2021
Q4 | $506 | Buy |
+5
| New | +$506 | ﹤0.01% | 1522 |
|