Independent Wealth Network’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,510
| Closed | -$204K | – | 217 |
|
|
2024
Q1 | $204K | Sell |
3,510
-398
| -10% | -$23.1K | 0.1% | 204 |
|
|
2023
Q4 | $225K | Sell |
3,908
-170
| -4% | -$9.77K | 0.12% | 185 |
|
|
2023
Q3 | $225K | Buy |
4,078
+45
| +1% | +$2.48K | 0.14% | 171 |
|
|
2023
Q2 | $200K | Buy |
+4,033
| New | +$200K | 0.12% | 192 |
|
|
2022
Q2 | – | Sell |
-4,364
| Closed | -$200K | – | 192 |
|
|
2022
Q1 | $200K | Buy |
4,364
+240
| +6% | +$11K | 0.13% | 186 |
|
|
2021
Q4 | $224K | Sell |
4,124
-10
| -0.2% | -$543 | 0.14% | 178 |
|
|
2021
Q3 | $215K | Buy |
+4,134
| New | +$215K | 0.14% | 180 |
|