B. Riley 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 | $843 | Buy |
23,643
+13,885
| +142% | +$495 | ﹤0.01% | 325 |
|
|
2022
Q1 | $448K | Sell |
9,758
-222
| -2% | -$10.2K | 0.03% | 352 |
|
|
2021
Q4 | $541K | Buy |
9,980
+331
| +3% | +$17.9K | 0.04% | 329 |
|
|
2021
Q3 | $499K | Sell |
9,649
-227
| -2% | -$11.7K | 0.04% | 336 |
|
|
2021
Q2 | $480K | Buy |
9,876
+1,371
| +16% | +$66.6K | 0.05% | 240 |
|
|
2021
Q1 | $359K | Sell |
8,505
-139
| -2% | -$5.87K | 0.04% | 270 |
|
|
2020
Q4 | $326K | Buy |
8,644
+194
| +2% | +$7.32K | 0.04% | 261 |
|
|
2020
Q3 | $258K | Buy |
+8,450
| New | +$258K | 0.03% | 316 |
|