Freedman Financial Associates’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,530
| Closed | -$69K | – | 63 |
|
|
2022
Q1 | $69K | Hold |
1,530
| – | – | 0.05% | 160 |
|
|
2021
Q4 | $83K | Sell |
1,530
-12
| -0.8% | -$651 | 0.06% | 139 |
|
|
2021
Q3 | $80K | Buy |
1,542
+112
| +8% | +$5.81K | 0.06% | 137 |
|
|
2021
Q2 | $69K | Hold |
1,430
| – | – | 0.05% | 152 |
|
|
2021
Q1 | $60K | Hold |
1,430
| – | – | 0.05% | 169 |
|
|
2020
Q4 | $54K | Buy |
+1,430
| New | +$54K | 0.05% | 171 |
|