BDO Wealth Advisors’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 | $240K | Buy |
4,838
+50
| +1% | +$2.49K | 0.03% | 241 |
|
|
2023
Q1 | $219K | Sell |
4,788
-201
| -4% | -$9.2K | 0.03% | 242 |
|
|
2022
Q4 | $206K | Hold |
4,989
| – | – | 0.03% | 253 |
|
|
2022
Q3 | $177K | Hold |
4,989
| – | – | 0.02% | 261 |
|
|
2022
Q2 | $178K | Sell |
4,989
-70
| -1% | -$2.5K | 0.02% | 264 |
|
|
2022
Q1 | $232K | Sell |
5,059
-325
| -6% | -$14.9K | 0.02% | 251 |
|
|
2021
Q4 | $292K | Buy |
5,384
+398
| +8% | +$21.6K | 0.03% | 236 |
|
|
2021
Q3 | $258K | Buy |
4,986
+70
| +1% | +$3.62K | 0.03% | 248 |
|
|
2021
Q2 | $239K | Sell |
4,916
-195
| -4% | -$9.48K | 0.03% | 265 |
|
|
2021
Q1 | $216K | Sell |
5,111
-3,128
| -38% | -$132K | 0.03% | 279 |
|
|
2020
Q4 | $311K | Sell |
8,239
-177
| -2% | -$6.68K | 0.04% | 194 |
|
|
2020
Q3 | $257K | Buy |
8,416
+70
| +0.8% | +$2.14K | 0.04% | 195 |
|
|
2020
Q2 | $185K | Buy |
+8,346
| New | +$185K | 0.03% | 225 |
|