DFPG Investments’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$422K Sell
7,695
-1,038
-12% -$57K 0.03% 444
2023
Q3
$440K Buy
8,733
+104
+1% +$5.25K 0.04% 377
2023
Q2
$477K Buy
8,629
+708
+9% +$39.1K 0.04% 385
2023
Q1
$362K Buy
+7,921
New +$362K 0.04% 395