Kelleher Financial Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,600
| Closed | -$83K | – | 128 |
|
|
2021
Q3 | $83K | Buy |
+1,600
| New | +$83K | 0.04% | 143 |
|
|
2021
Q2 | – | Sell |
-1,600
| Closed | -$68K | – | 126 |
|
|
2021
Q1 | $68K | Hold |
1,600
| – | – | 0.04% | 112 |
|
|
2020
Q4 | $60K | Hold |
1,600
| – | – | 0.05% | 99 |
|
|
2020
Q3 | $48K | Hold |
1,600
| – | – | 0.04% | 100 |
|
|
2020
Q2 | $36K | Buy |
+1,600
| New | +$36K | 0.03% | 102 |
|