YorkBridge Wealth Partners’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,193
| Closed | -$129K | – | 768 |
|
|
2018
Q2 | $129K | Buy |
1,193
+46
| +4% | +$4.97K | 0.06% | 247 |
|
|
2018
Q1 | $124K | Buy |
1,147
+59
| +5% | +$6.38K | 0.06% | 257 |
|
|
2017
Q4 | $128K | Buy |
1,088
+9
| +0.8% | +$1.06K | 0.06% | 234 |
|
|
2017
Q3 | $107K | Buy |
1,079
+3
| +0.3% | +$297 | 0.06% | 262 |
|
|
2017
Q2 | $97K | Buy |
1,076
+67
| +7% | +$6.04K | 0.05% | 276 |
|
|
2017
Q1 | $93K | Buy |
1,009
+306
| +44% | +$28.2K | 0.05% | 275 |
|
|
2016
Q4 | $65K | Buy |
+703
| New | +$65K | 0.04% | 319 |
|