IAG Wealth Partners’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 |
-272
| Closed | -$15K | – | 433 |
|
|
2023
Q3 | $15K | Hold |
272
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $13.5K | Hold |
272
| – | – | ﹤0.01% | 276 |
|
|
2023
Q1 | $12.4K | Buy |
+272
| New | +$12.4K | ﹤0.01% | 279 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | – | – | 446 |
|
|
2022
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 441 |
|
|
2021
Q4 | – | Sell |
-91
| Closed | -$5K | – | 404 |
|
|
2021
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 324 |
|
|
2021
Q2 | $5K | Sell |
91
-47
| -34% | -$2.58K | ﹤0.01% | 313 |
|
|
2021
Q1 | $6K | Hold |
138
| – | – | ﹤0.01% | 299 |
|
|
2020
Q4 | $6K | Buy |
138
+47
| +52% | +$2.04K | ﹤0.01% | 289 |
|
|
2020
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 301 |
|
|
2020
Q2 | $3K | Buy |
+91
| New | +$3K | ﹤0.01% | 309 |
|