GA
Geller Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $823K | Buy |
12,017
+116
| +1% | +$7.94K | 0.05% | 80 |
|
|
2024
Q3 | $958K | Sell |
11,901
-162
| -1% | -$13K | 0.07% | 75 |
|
|
2024
Q2 | $763K | Sell |
12,063
-6
| -0% | -$380 | 0.06% | 98 |
|
|
2024
Q1 | $702K | Buy |
12,069
+137
| +1% | +$7.96K | 0.06% | 102 |
|
|
2023
Q4 | $688K | Sell |
11,932
-197
| -2% | -$11.4K | 0.07% | 93 |
|
|
2023
Q3 | $670K | Buy |
12,129
+3,209
| +36% | +$177K | 0.08% | 77 |
|
|
2023
Q2 | $445K | Buy |
+8,920
| New | +$445K | 0.06% | 135 |
|