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Chicago Partners Investment Group LLC → CARE
Chicago Partners Investment Group LLC CARE Position History
Carter Bankshares, Inc.
Quarters held
5
Latest value
$441K
Q3 2026
Peak value
$441K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $252K |
| Q4 2025 | $287K |
| Q1 2026 | $218K |
| Q2 2026 | $207K |
| Q3 2026 | $441K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $441K | 13.5K | — | — |
| Q2 2026 | $207K | 5.5K | — | — |
| Q1 2026 | $218K | 5.6K | — | — |
| Q4 2025 | $287K | 8.1K | — | — |
| Q3 2025 | $252K | 8.0K | — | — |