Taylor Wealth Management Partners’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-50
| Closed | -$4K | – | 63 |
|
|
2018
Q4 | $4K | Sell |
50
-53,000
| -100% | -$4.24M | ﹤0.01% | 102 |
|
|
2018
Q3 | $5.23M | Buy |
53,050
+53
| +0.1% | +$5.23K | 2.22% | 17 |
|
|
2018
Q2 | $5.74M | Sell |
52,997
-185
| -0.3% | -$20.1K | 2.55% | 14 |
|
|
2018
Q1 | $5.54M | Buy |
53,182
+11,414
| +27% | +$1.19M | 2.66% | 13 |
|
|
2017
Q4 | $4.91M | Buy |
+41,768
| New | +$4.91M | 2.09% | 16 |
|