BerganKDV Wealth Management’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $46.7K | Sell |
|
|||||
|
2023
Q1 | $50.9K | Hold |
|
|||||
|
2022
Q4 | $45.9K | Sell |
|
|||||
|
2022
Q3 | $40K | Sell |
|
|||||
|
2022
Q2 | $40K | Buy |
|
|||||
|
2022
Q1 | $31K | Sell |
|
|||||
|
2021
Q4 | $64K | Hold |
|
|||||
|
2021
Q3 | $61K | Buy |
|
|||||
|
2021
Q2 | $33K | Hold |
|
|||||
|
2021
Q1 | $29K | Buy |
|
|||||
|
2020
Q4 | $25K | Hold |
|
|||||
|
2020
Q3 | $21K | Sell |
|
|||||
|
2020
Q2 | $22K | Buy |
|