Guardian Wealth Advisors (North Carolina)’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,154
| Closed | -$229K | – | 445 |
|
|
2023
Q3 | $229K | Sell |
4,154
-337
| -8% | -$18.6K | 0.04% | 214 |
|
|
2023
Q2 | $224K | Sell |
4,491
-1,030
| -19% | -$51.4K | 0.04% | 208 |
|
|
2023
Q1 | $253K | Sell |
5,521
-39
| -0.7% | -$1.78K | 0.04% | 180 |
|
|
2022
Q4 | $230K | Sell |
5,560
-302
| -5% | -$12.5K | 0.04% | 182 |
|
|
2022
Q3 | $208K | Buy |
5,862
+128
| +2% | +$4.54K | 0.04% | 181 |
|
|
2022
Q2 | $205K | Buy |
+5,734
| New | +$205K | 0.04% | 183 |
|
|
2022
Q1 | – | Sell |
-8,582
| Closed | -$465K | – | 252 |
|
|
2021
Q4 | $465K | Buy |
+8,582
| New | +$465K | 0.2% | 95 |
|