Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-994
| Closed | -$53.9K | – | 838 |
|
|
2024
Q4 | $53.9K | Buy |
994
+268
| +37% | +$14.5K | ﹤0.01% | 997 |
|
|
2024
Q3 | $47.2K | Buy |
726
+500
| +221% | +$32.5K | ﹤0.01% | 783 |
|
|
2024
Q2 | $14K | Hold |
226
| – | – | ﹤0.01% | 1025 |
|
|
2024
Q1 | $19.1K | Hold |
226
| – | – | ﹤0.01% | 754 |
|
|
2023
Q4 | $16.9K | Hold |
226
| – | – | ﹤0.01% | 745 |
|
|
2023
Q3 | $15.6K | Hold |
226
| – | – | ﹤0.01% | 696 |
|
|
2023
Q2 | $16.4K | Hold |
226
| – | – | ﹤0.01% | 586 |
|
|
2023
Q1 | $16.3K | Buy |
+226
| New | +$16.3K | ﹤0.01% | 633 |
|