Global Wealth Management Investment Advisory’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 |
-1,450
| Closed | -$83.3K | – | 185 |
|
|
2023
Q4 | $83.3K | Hold |
1,450
| – | – | 0.02% | 157 |
|
|
2023
Q3 | $80K | Buy |
1,450
+200
| +16% | +$11K | 0.02% | 166 |
|
|
2023
Q2 | $62.1K | Buy |
+1,250
| New | +$62.1K | 0.02% | 185 |
|
|
2022
Q3 | – | Sell |
-650
| Closed | -$23K | – | 188 |
|
|
2022
Q2 | $23K | Hold |
650
| – | – | 0.01% | 229 |
|
|
2022
Q1 | $30K | Sell |
650
-500
| -43% | -$23.1K | 0.01% | 225 |
|
|
2021
Q4 | $62K | Hold |
1,150
| – | – | 0.02% | 180 |
|
|
2021
Q3 | $60K | Hold |
1,150
| – | – | 0.02% | 193 |
|
|
2021
Q2 | $56K | Buy |
1,150
+1,000
| +667% | +$48.7K | 0.02% | 194 |
|
|
2021
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 341 |
|
|
2020
Q4 | $6K | Sell |
150
-61
| -29% | -$2.44K | ﹤0.01% | 317 |
|
|
2020
Q3 | $6K | Sell |
211
-1,150
| -84% | -$32.7K | ﹤0.01% | 314 |
|
|
2020
Q2 | $30K | Buy |
+1,361
| New | +$30K | 0.01% | 235 |
|