Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-640
| Closed | -$35K | – | 134 |
|
|
2021
Q4 | $35K | Buy |
+640
| New | +$35K | 0.02% | 211 |
|
|
2021
Q2 | $36K | Hold |
740
| – | – | 0.02% | 187 |
|
|
2021
Q1 | $31K | Buy |
+740
| New | +$31K | 0.02% | 187 |
|
|
2020
Q3 | $49K | Hold |
2,205
| – | – | 0.04% | 131 |
|
|
2020
Q2 | $49K | Buy |
+2,205
| New | +$49K | 0.04% | 131 |
|