Financial Advisory Group’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 | $440K | Hold |
7,562
| – | – | 0.08% | 67 |
|
|
2023
Q4 | $434K | Hold |
7,562
| – | – | 0.08% | 65 |
|
|
2023
Q3 | $417K | Sell |
7,562
-133
| -2% | -$7.34K | 0.09% | 63 |
|
|
2023
Q2 | $383K | Sell |
7,695
-300
| -4% | -$14.9K | 0.08% | 63 |
|
|
2023
Q1 | $366K | Sell |
7,995
-942
| -11% | -$43.1K | 0.07% | 62 |
|
|
2022
Q4 | $369K | Hold |
8,937
| – | – | 0.08% | 63 |
|
|
2022
Q3 | $318K | Hold |
8,937
| – | – | 0.07% | 66 |
|
|
2022
Q2 | $319K | Hold |
8,937
| – | – | 0.07% | 67 |
|
|
2022
Q1 | $410K | Hold |
8,937
| – | – | 0.08% | 63 |
|
|
2021
Q4 | $485K | Hold |
8,937
| – | – | 0.1% | 59 |
|
|
2021
Q3 | $463K | Hold |
8,937
| – | – | 0.1% | 54 |
|
|
2021
Q2 | $434K | Hold |
8,937
| – | – | 0.1% | 58 |
|
|
2021
Q1 | $377K | Hold |
8,937
| – | – | 0.1% | 58 |
|
|
2020
Q4 | $337K | Hold |
8,937
| – | – | 0.09% | 60 |
|
|
2020
Q3 | $273K | Buy |
+8,937
| New | +$273K | 0.09% | 61 |
|