FDx Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,399
| Closed | -$368K | – | 395 |
|
|
2023
Q4 | $368K | Buy |
6,399
+267
| +4% | +$15.4K | 0.03% | 472 |
|
|
2023
Q3 | $338K | Sell |
6,132
-1,611
| -21% | -$88.8K | 0.03% | 441 |
|
|
2023
Q2 | $385K | Sell |
7,743
-2,024
| -21% | -$101K | 0.02% | 521 |
|
|
2023
Q1 | $403K | Hold |
9,767
| – | – | 0.02% | 469 |
|
|
2022
Q4 | $403K | Sell |
9,767
-657
| -6% | -$27.1K | 0.02% | 469 |
|
|
2022
Q3 | $371K | Buy |
10,424
+3,912
| +60% | +$139K | 0.02% | 481 |
|
|
2022
Q2 | $232K | Buy |
+6,512
| New | +$232K | 0.01% | 722 |
|