BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $46.7K | Sell |
939
-174
| -16% | -$8.65K | ﹤0.01% | 385 |
|
|
2023
Q1 | $50.9K | Hold |
1,113
| – | – | 0.01% | 390 |
|
|
2022
Q4 | $45.9K | Sell |
1,113
-8
| -0.7% | -$330 | 0.01% | 383 |
|
|
2022
Q3 | $40K | Sell |
1,121
-12
| -1% | -$428 | ﹤0.01% | 391 |
|
|
2022
Q2 | $40K | Buy |
1,133
+450
| +66% | +$15.9K | ﹤0.01% | 405 |
|
|
2022
Q1 | $31K | Sell |
683
-500
| -42% | -$22.7K | ﹤0.01% | 457 |
|
|
2021
Q4 | $64K | Hold |
1,183
| – | – | 0.01% | 391 |
|
|
2021
Q3 | $61K | Buy |
1,183
+500
| +73% | +$25.8K | 0.01% | 375 |
|
|
2021
Q2 | $33K | Hold |
683
| – | – | ﹤0.01% | 444 |
|
|
2021
Q1 | $29K | Buy |
683
+8
| +1% | +$340 | ﹤0.01% | 433 |
|
|
2020
Q4 | $25K | Hold |
675
| – | – | ﹤0.01% | 435 |
|
|
2020
Q3 | $21K | Sell |
675
-324
| -32% | -$10.1K | ﹤0.01% | 420 |
|
|
2020
Q2 | $22K | Buy |
+999
| New | +$22K | ﹤0.01% | 441 |
|