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Creative Planning CARE Position History
Carter Bankshares, Inc.
Quarters held
8
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14K |
| Q3 2025 | $926K |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.7M |
| Q2 2026 | $18K |
| Q2 2026 | $2.1M |
| Q3 2026 | $10K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 70.4K | — | — |
| Q3 2026 | $10K | 317 | — | — |
| Q2 2026 | $2.1M | 51.4K | — | — |
| Q2 2026 | $18K | 432 | — | — |
| Q1 2026 | $1.7M | 47.6K | — | — |
| Q4 2025 | $1.2M | 36.7K | — | — |
| Q3 2025 | $926K | 32.8K | — | — |
| Q3 2025 | $14K | 501 | — | — |