WAM
Watershed Asset Management’s Carter Bankshares CARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,523
| Closed | -$244K | – | 123 |
|
|
2023
Q2 | $244K | Sell |
16,523
-1,040
| -6% | -$15.4K | 0.3% | 88 |
|
|
2023
Q1 | $246K | Buy |
17,563
+3,896
| +29% | +$54.5K | 0.3% | 101 |
|
|
2022
Q4 | $227K | Buy |
13,667
+34
| +0.2% | +$564 | 0.29% | 107 |
|
|
2022
Q3 | $219K | Buy |
+13,633
| New | +$219K | 0.29% | 92 |
|