Investment House LLC’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 |
-4,075
| Closed | -$237K | – | 209 |
|
|
2024
Q1 | $237K | Sell |
4,075
-1,650
| -29% | -$95.9K | 0.01% | 202 |
|
|
2023
Q4 | $329K | Sell |
5,725
-1,904
| -25% | -$109K | 0.02% | 167 |
|
|
2023
Q3 | $421K | Hold |
7,629
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $379K | Hold |
7,629
| – | – | 0.03% | 156 |
|
|
2023
Q1 | $349K | Hold |
7,629
| – | – | 0.03% | 160 |
|
|
2022
Q4 | $315K | Hold |
7,629
| – | – | 0.03% | 153 |
|
|
2022
Q3 | $271K | Buy |
+7,629
| New | +$271K | 0.03% | 161 |
|
|
2021
Q1 | – | Sell |
-7,704
| Closed | -$291K | – | 195 |
|
|
2020
Q4 | $291K | Hold |
7,704
| – | – | 0.02% | 191 |
|
|
2020
Q3 | $235K | Buy |
+7,704
| New | +$235K | 0.02% | 188 |
|