Back to CARE
Aaron Wealth Advisors LLC → CARE
Aaron Wealth Advisors LLC CARE Position History
Carter Bankshares, Inc.
Quarters held
4
Latest value
$343K
Q3 2026
Peak value
$343K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $203K |
| Q1 2026 | $222K |
| Q2 2026 | $234K |
| Q3 2026 | $343K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $343K | 11.0K | — | — |
| Q2 2026 | $234K | 5.7K | — | — |
| Q1 2026 | $222K | 6.2K | — | — |
| Q4 2025 | $203K | 6.3K | — | — |