Bedel Financial Consulting’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 | – | Sell |
-225
| Closed | -$10K | – | 303 |
|
2022
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 663 |
|
2021
Q4 | $12K | Sell |
225
-400
| -64% | -$21.3K | ﹤0.01% | 653 |
|
2021
Q3 | $32K | Hold |
625
| – | – | 0.01% | 465 |
|
2021
Q2 | $30K | Hold |
625
| – | – | 0.01% | 478 |
|
2021
Q1 | $26K | Sell |
625
-18
| -3% | -$749 | 0.01% | 464 |
|
2020
Q4 | $24K | Sell |
643
-9
| -1% | -$336 | 0.01% | 424 |
|
2020
Q3 | $20K | Buy |
652
+36
| +6% | +$1.1K | 0.01% | 423 |
|
2020
Q2 | $14K | Buy |
+616
| New | +$14K | 0.01% | 436 |
|