CWM
Cedar Wealth Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,675
| Closed | -$272K | – | 311 |
|
|
2024
Q1 | $272K | Sell |
4,675
-1,125
| -19% | -$65.4K | 0.09% | 96 |
|
|
2023
Q4 | $333K | Hold |
5,800
| – | – | 0.12% | 77 |
|
|
2023
Q3 | $320K | Buy |
5,800
+1,900
| +49% | +$105K | 0.13% | 78 |
|
|
2023
Q2 | $194K | Buy |
+3,900
| New | +$194K | 0.07% | 107 |
|