Janiczek Wealth Management’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 | $38.4K | Sell |
608
-50
| -8% | -$3.16K | 0.01% | 445 |
|
|
2024
Q1 | $38.3K | Hold |
658
| – | – | 0.01% | 451 |
|
|
2023
Q4 | $37.9K | Buy |
658
+5
| +0.8% | +$288 | 0.01% | 438 |
|
|
2023
Q3 | $36K | Hold |
653
| – | – | 0.01% | 420 |
|
|
2023
Q2 | $32.5K | Sell |
653
-31
| -5% | -$1.54K | 0.01% | 380 |
|
|
2023
Q1 | $30.3K | Hold |
684
| – | – | 0.01% | 384 |
|
|
2022
Q4 | $31K | Buy |
684
+218
| +47% | +$9.89K | 0.01% | 380 |
|
|
2022
Q3 | $17K | Buy |
466
+117
| +34% | +$4.27K | 0.01% | 472 |
|
|
2022
Q2 | $14K | Sell |
349
-69
| -17% | -$2.77K | ﹤0.01% | 513 |
|
|
2022
Q1 | $19K | Hold |
418
| – | – | 0.01% | 461 |
|
|
2021
Q4 | $23K | Hold |
418
| – | – | 0.01% | 449 |
|
|
2021
Q3 | $22K | Buy |
418
+7
| +2% | +$368 | 0.01% | 438 |
|
|
2021
Q2 | $20K | Hold |
411
| – | – | 0.01% | 423 |
|
|
2021
Q1 | $17K | Sell |
411
-45
| -10% | -$1.86K | 0.01% | 431 |
|
|
2020
Q4 | $17K | Buy |
456
+180
| +65% | +$6.71K | 0.01% | 371 |
|
|
2020
Q3 | $8K | Buy |
+276
| New | +$8K | ﹤0.01% | 263 |
|