Heritage Wealth Management (Arizona)’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $14.6K | Buy |
354
+177
| +100% | +$7.3K | ﹤0.01% | 725 |
|
|
2022
Q3 | $6K | Buy |
177
+12
| +7% | +$407 | ﹤0.01% | 726 |
|
|
2022
Q2 | $5.88K | Hold |
165
| – | – | ﹤0.01% | 748 |
|
|
2022
Q1 | $8K | Buy |
+165
| New | +$8K | ﹤0.01% | 734 |
|
|
2021
Q3 | $9K | Hold |
165
| – | – | ﹤0.01% | 662 |
|
|
2021
Q2 | $8K | Hold |
165
| – | – | ﹤0.01% | 683 |
|
|
2021
Q1 | $7K | Buy |
+165
| New | +$7K | ﹤0.01% | 603 |
|