TriaGen 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
2022
Q1
Sell
-6,756
Closed -$684K 174
2021
Q4
$684K Sell
6,756
-1,100
-14% -$111K 0.34% 84
2021
Q3
$764K Hold
7,856
0.42% 79
2021
Q2
$768K Buy
+7,856
New +$768K 0.4% 80