Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $246K | Buy |
6,895
+25
| +0.4% | +$892 | 0.02% | 322 |
|
|
2022
Q1 | $315K | Sell |
6,870
-61
| -0.9% | -$2.8K | 0.02% | 316 |
|
|
2021
Q4 | $376K | Sell |
6,931
-467
| -6% | -$25.3K | 0.02% | 300 |
|
|
2021
Q3 | $383K | Hold |
7,398
| – | – | 0.03% | 275 |
|
|
2021
Q2 | $360K | Hold |
7,398
| – | – | 0.03% | 288 |
|
|
2021
Q1 | $312K | Buy |
7,398
+754
| +11% | +$31.8K | 0.03% | 299 |
|
|
2020
Q4 | $251K | Sell |
6,644
-345
| -5% | -$13K | 0.02% | 309 |
|
|
2020
Q3 | $213K | Buy |
+6,989
| New | +$213K | 0.02% | 308 |
|