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ANGELES WEALTH MANAGEMENT, LLC → CARE
ANGELES WEALTH MANAGEMENT, LLC CARE Position History
Carter Bankshares, Inc.
Quarters held
5
Latest value
$321K
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $2.3M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.1M |
| Q3 2026 | $321K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $321K | 10.3K | — | — |
| Q2 2026 | $1.1M | 27.9K | — | — |
| Q1 2026 | $1.3M | 35.3K | — | — |
| Q4 2025 | $2.3M | 70.9K | — | — |
| Q3 2025 | $2M | 70.9K | — | — |