Concord Wealth Partners Carter Bankshares, Inc. Transaction History

Concord Wealth Partners

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$10.64 - $15.25 $40,059 - $57,416	3,765 New	3,765 $56,000
Q3 2021 Nov 09, 2021	SELL	$10.15 - $14.89 $55,997 - $82,148	-5,517 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$12.51 - $16.12 $18,765 - $24,180	1,500 Added 37.34%	5,517 $69,000
Q4 2020 Feb 16, 2021	BUY	$6.72 - $11.14 $26,994 - $44,749	4,017 New	4,017 $43,000

10.4M

43.6K

1.9K

Ticker CARE
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 24,111,200
Market Cap $425M
Description
Carter Bankshares, Inc. operates as the bank holding company for Carter Bank & Trust that provides various banking products and services. It accepts various deposit products, including checking, savings, retirement, and money market accounts, as well as longer-term certificates of deposits. The company also offers commercial loans comprising...

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

Stay updated on Concord Wealth Partners with notifications on news.