WP
WMS Partners’s Carter's CRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-7,450
| Closed | -$579K | – | 242 |
|
2014
Q1 | $579K | Buy |
7,450
+1,800
| +32% | +$140K | 0.09% | 123 |
|
2013
Q4 | $406K | Hold |
5,650
| – | – | 0.07% | 149 |
|
2013
Q3 | $429K | Hold |
5,650
| – | – | 0.08% | 116 |
|
2013
Q2 | $418K | Buy |
+5,650
| New | +$418K | 0.08% | 128 |
|