Veritable’s Carter's CRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,303
Closed -$240K 173
2023
Q2
$240K Buy
3,303
+14
+0.4% +$1.02K ﹤0.01% 778
2023
Q1
$237K Buy
3,289
+600
+22% +$43.2K ﹤0.01% 774
2022
Q4
$201K Buy
+2,689
New +$201K ﹤0.01% 821