Winslow Evans & Crocker’s Carter's CRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $50K | Hold |
529
| – | – | 0.01% | 598 |
|
|
2020
Q3 | $46K | Hold |
529
| – | – | 0.01% | 472 |
|
|
2020
Q2 | $43K | Sell |
529
-1
| -0.2% | -$81 | 0.01% | 483 |
|
|
2020
Q1 | $36K | Hold |
530
| – | – | 0.01% | 477 |
|
|
2019
Q4 | $58K | Hold |
530
| – | – | 0.01% | 473 |
|
|
2019
Q3 | $50K | Hold |
530
| – | – | 0.01% | 497 |
|
|
2019
Q2 | $52K | Hold |
530
| – | – | 0.01% | 497 |
|
|
2019
Q1 | $54K | Hold |
530
| – | – | 0.02% | 473 |
|
|
2018
Q4 | $44K | Sell |
530
-100
| -16% | -$8.3K | 0.01% | 473 |
|
|
2018
Q3 | $64K | Hold |
630
| – | – | 0.02% | 442 |
|
|
2018
Q2 | $70K | Hold |
630
| – | – | 0.02% | 434 |
|
|
2018
Q1 | $65.5K | Hold |
630
| – | – | 0.02% | 431 |
|
|
2017
Q4 | $73.9K | Hold |
630
| – | – | 0.02% | 418 |
|
|
2017
Q3 | $62.1K | Sell |
630
-34
| -5% | -$3.35K | 0.02% | 437 |
|
|
2017
Q2 | $59.1K | Buy |
664
+34
| +5% | +$3.03K | 0.02% | 524 |
|
|
2017
Q1 | $56.5K | Hold |
630
| – | – | 0.02% | 510 |
|
|
2016
Q4 | $54.3K | Sell |
630
-36
| -5% | -$3.11K | 0.02% | 520 |
|
|
2016
Q3 | $57.6K | Hold |
666
| – | – | 0.02% | 508 |
|
|
2016
Q2 | $70.7K | Buy |
666
+2
| +0.3% | +$212 | 0.02% | 446 |
|
|
2016
Q1 | $70K | Sell |
664
-2
| -0.3% | -$211 | 0.02% | 435 |
|
|
2015
Q4 | $59.1K | Sell |
666
-134
| -17% | -$11.9K | 0.02% | 501 |
|
|
2015
Q3 | $72.5K | Hold |
800
| – | – | 0.02% | 447 |
|
|
2015
Q2 | $85K | Hold |
800
| – | – | 0.02% | 451 |
|
|
2015
Q1 | $74K | Hold |
800
| – | – | 0.02% | 480 |
|
|
2014
Q4 | $69.8K | Sell |
800
-60
| -7% | -$5.24K | 0.02% | 477 |
|
|
2014
Q3 | $66.7K | Buy |
860
+60
| +8% | +$4.65K | 0.02% | 504 |
|
|
2014
Q2 | $55.1K | Sell |
800
-200
| -20% | -$13.8K | 0.02% | 481 |
|
|
2014
Q1 | $77.7K | Hold |
1,000
| – | – | 0.03% | 417 |
|
|
2013
Q4 | $72K | Buy |
+1,000
| New | +$72K | 0.02% | 451 |
|