High Net Worth Advisory Group’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$4.13K | – | 249 |
|
|
2022
Q4 | $4.13K | Sell |
100
-29
| -22% | -$1.2K | ﹤0.01% | 550 |
|
|
2022
Q3 | $5K | Hold |
129
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $5K | Sell |
129
-25
| -16% | -$969 | ﹤0.01% | 579 |
|
|
2022
Q1 | $7K | Sell |
154
-2,400
| -94% | -$109K | ﹤0.01% | 560 |
|
|
2021
Q4 | $139K | Buy |
+2,554
| New | +$139K | 0.05% | 217 |
|