TWA
TCI Wealth Advisors’s Carter's CRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3
| Closed | -$216 | – | 655 |
|
|
2023
Q1 | $216 | Hold |
3
| – | – | ﹤0.01% | 2327 |
|
|
2022
Q4 | $224 | Hold |
3
| – | – | ﹤0.01% | 2322 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2303 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | – | – | 2311 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 2268 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2172 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2392 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 2171 |
|
|
2021
Q1 | $0 | Sell |
5
-45
| -90% | – | ﹤0.01% | 2154 |
|
|
2020
Q4 | $5K | Buy |
50
+24
| +92% | +$2.4K | ﹤0.01% | 833 |
|
|
2020
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1070 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | – | – | 1461 |
|
|
2018
Q3 | $0 | Sell |
5
-10
| -67% | – | ﹤0.01% | 1466 |
|
|
2018
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1046 |
|
|
2016
Q4 | – | Sell |
-17
| Closed | -$1K | – | 1373 |
|
|
2016
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1100 |
|