JPLA
Joseph P. Lucia & Associates’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-75
| Closed | -$3K | – | 447 |
|
|
2022
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 375 |
|
|
2021
Q4 | – | Sell |
-75
| Closed | -$4K | – | 187 |
|
|
2021
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 451 |
|
|
2021
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 453 |
|
|
2021
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 454 |
|
|
2020
Q4 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 420 |
|
|
2020
Q3 | – | Sell |
-225
| Closed | -$5K | – | 135 |
|
|
2020
Q2 | $5K | Buy |
+225
| New | +$5K | ﹤0.01% | 364 |
|