Buckingham Strategic Wealth’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $408K | Buy |
6,461
+306
| +5% | +$19.3K | ﹤0.01% | 517 |
|
|
2024
Q1 | $358K | Buy |
6,155
+699
| +13% | +$40.6K | ﹤0.01% | 541 |
|
|
2023
Q4 | $313K | Sell |
5,456
-949
| -15% | -$54.5K | ﹤0.01% | 560 |
|
|
2023
Q3 | $354K | Sell |
6,405
-24
| -0.4% | -$1.33K | 0.01% | 501 |
|
|
2023
Q2 | $320K | Buy |
6,429
+708
| +12% | +$35.2K | ﹤0.01% | 522 |
|
|
2023
Q1 | $236K | Hold |
5,721
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $236K | Sell |
5,721
-36
| -0.6% | -$1.49K | ﹤0.01% | 532 |
|
|
2022
Q3 | $205K | Buy |
5,757
+104
| +2% | +$3.7K | ﹤0.01% | 550 |
|
|
2022
Q2 | $202K | Buy |
5,653
+444
| +9% | +$15.9K | ﹤0.01% | 557 |
|
|
2022
Q1 | $239K | Sell |
5,209
-91
| -2% | -$4.18K | ﹤0.01% | 524 |
|
|
2021
Q4 | $287K | Sell |
5,300
-562
| -10% | -$30.4K | 0.01% | 483 |
|
|
2021
Q3 | $303K | Buy |
5,862
+559
| +11% | +$28.9K | 0.01% | 465 |
|
|
2021
Q2 | $258K | Buy |
5,303
+457
| +9% | +$22.2K | 0.01% | 491 |
|
|
2021
Q1 | $205K | Sell |
4,846
-831
| -15% | -$35.2K | 0.01% | 514 |
|
|
2020
Q4 | $214K | Buy |
+5,677
| New | +$214K | 0.01% | 495 |
|