WFG Advisors’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $179K | Hold |
2,010
| – | – | 0.04% | 391 |
|
|
2017
Q1 | $180K | Buy |
2,010
+135
| +7% | +$12.1K | 0.05% | 351 |
|
|
2016
Q4 | $162K | Hold |
1,875
| – | – | 0.04% | 422 |
|
|
2016
Q3 | $163K | Hold |
1,875
| – | – | 0.04% | 413 |
|
|
2016
Q2 | $200K | Hold |
1,875
| – | – | 0.05% | 338 |
|
|
2016
Q1 | $198K | Hold |
1,875
| – | – | 0.06% | 305 |
|
|
2015
Q4 | $167K | Buy |
+1,875
| New | +$167K | 0.05% | 333 |
|