Accel Wealth Management’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,691
| Closed | -$77.4K | – | 262 |
|
|
2023
Q1 | $77.4K | Buy |
1,691
+2
| +0.1% | +$92 | 0.03% | 381 |
|
|
2022
Q4 | $69.7K | Sell |
1,689
-414
| -20% | -$17.1K | 0.03% | 306 |
|
|
2022
Q3 | $81K | Buy |
2,103
+1
| +0% | +$39 | 0.04% | 277 |
|
|
2022
Q2 | $76K | Sell |
2,102
-498
| -19% | -$18K | 0.04% | 272 |
|
|
2022
Q1 | $120K | Sell |
2,600
-22
| -0.8% | -$1.02K | 0.06% | 231 |
|
|
2021
Q4 | $142K | Buy |
2,622
+323
| +14% | +$17.5K | 0.07% | 210 |
|
|
2021
Q3 | $119K | Sell |
2,299
-393
| -15% | -$20.3K | 0.08% | 197 |
|
|
2021
Q2 | $131K | Buy |
2,692
+2
| +0.1% | +$97 | 0.09% | 199 |
|
|
2021
Q1 | $114K | Buy |
2,690
+451
| +20% | +$19.1K | 0.09% | 195 |
|
|
2020
Q4 | $84K | Buy |
+2,239
| New | +$84K | 0.08% | 221 |
|