Keebeck 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
Q4 | – | Sell |
-3,210
| Closed | -$258K | – | 283 |
|
2024
Q3 | $258K | Hold |
3,210
| – | – | 0.04% | 220 |
|
2024
Q2 | $203K | Buy |
+3,210
| New | +$203K | 0.03% | 253 |
|
2021
Q4 | – | Sell |
-4,200
| Closed | -$217K | – | 220 |
|
2021
Q3 | $217K | Hold |
4,200
| – | – | 0.04% | 199 |
|
2021
Q2 | $205K | Buy |
+4,200
| New | +$205K | 0.03% | 230 |
|