Dowling & Yahnke’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$811K Sell
22,815
-505
-2% -$18K 0.04% 237
2022
Q2
$832K Sell
23,320
-790
-3% -$28.2K 0.04% 236
2022
Q1
$1.11M Sell
24,110
-1,710
-7% -$78.4K 0.05% 221
2021
Q4
$1.4M Sell
25,820
-1,078
-4% -$58.5K 0.07% 200
2021
Q3
$1.39M Sell
26,898
-205
-0.8% -$10.6K 0.08% 193
2021
Q2
$1.32M Sell
27,103
-102
-0.4% -$4.96K 0.08% 193
2021
Q1
$1.15M Sell
27,205
-1,117
-4% -$47.2K 0.08% 199
2020
Q4
$1.07M Sell
28,322
-326
-1% -$12.3K 0.08% 197
2020
Q3
$875K Sell
28,648
-4,243
-13% -$130K 0.07% 198
2020
Q2
$731K Buy
+32,891
New +$731K 0.06% 201