Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $15K | Hold |
301
| – | – | ﹤0.01% | 456 |
|
|
2023
Q1 | $13K | Sell |
301
-3
| -1% | -$130 | ﹤0.01% | 476 |
|
|
2022
Q4 | $12K | Buy |
304
+3
| +1% | +$118 | ﹤0.01% | 459 |
|
|
2022
Q3 | $11K | Hold |
301
| – | – | ﹤0.01% | 465 |
|
|
2022
Q2 | $11K | Sell |
301
-50
| -14% | -$1.83K | ﹤0.01% | 476 |
|
|
2022
Q1 | $16K | Hold |
351
| – | – | ﹤0.01% | 472 |
|
|
2021
Q4 | $19K | Sell |
351
-110
| -24% | -$5.95K | ﹤0.01% | 446 |
|
|
2021
Q3 | $24K | Hold |
461
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $21K | Sell |
461
-58
| -11% | -$2.64K | ﹤0.01% | 444 |
|
|
2021
Q1 | $22K | Buy |
519
+25
| +5% | +$1.06K | ﹤0.01% | 441 |
|
|
2020
Q4 | $19K | Hold |
494
| – | – | ﹤0.01% | 423 |
|
|
2020
Q3 | $16K | Sell |
494
-168
| -25% | -$5.44K | ﹤0.01% | 421 |
|
|
2020
Q2 | $15K | Buy |
+662
| New | +$15K | ﹤0.01% | 425 |
|