Frontier 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
Q2
$357K Sell
10,015
-2,975
-23% -$106K 0.03% 281
2022
Q1
$543K Sell
12,990
-1,579
-11% -$66K 0.01% 239
2021
Q4
$790K Sell
14,569
-257
-2% -$13.9K 0.05% 219
2021
Q3
$767K Sell
14,826
-510
-3% -$26.4K 0.05% 221
2021
Q2
$745K Sell
15,336
-254
-2% -$12.3K 0.05% 213
2021
Q1
$658K Sell
15,590
-25
-0.2% -$1.06K 0.05% 210
2020
Q4
$589K Sell
15,615
-678
-4% -$25.6K 0.05% 205
2020
Q3
$498K Buy
16,293
+482
+3% +$14.7K 0.05% 216
2020
Q2
$351K Buy
+15,811
New +$351K 0.03% 257