Wealth Enhancement Advisory Services’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
12,460
+5,322
| +75% | +$168K | ﹤0.01% | 2390 |
|
|
2025
Q1 | $292K | Sell |
7,138
-19,059
| -73% | -$780K | ﹤0.01% | 2447 |
|
|
2024
Q4 | $1.42M | Buy |
26,197
+21,129
| +417% | +$1.14M | ﹤0.01% | 1350 |
|
|
2024
Q3 | $329K | Buy |
+5,068
| New | +$329K | ﹤0.01% | 2091 |
|
|
2017
Q3 | – | Sell |
-12,558
| Closed | -$1.08M | – | 152 |
|
|
2017
Q2 | $1.08M | Buy |
+12,558
| New | +$1.08M | 0.1% | 89 |
|