Laurel Wealth Advisors (California)’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $211K | Buy |
+5,109
| New | +$211K | 0.02% | 623 |
|
|
2022
Q2 | – | Sell |
-4,396
| Closed | -$202K | – | 666 |
|
|
2022
Q1 | $202K | Buy |
4,396
+190
| +5% | +$8.73K | 0.02% | 722 |
|
|
2021
Q4 | $228K | Buy |
+4,206
| New | +$228K | 0.02% | 712 |
|
|
2021
Q2 | – | Sell |
-4,846
| Closed | -$205K | – | 504 |
|
|
2021
Q1 | $205K | Sell |
4,846
-2,090
| -30% | -$88.4K | 0.03% | 441 |
|
|
2020
Q4 | $262K | Sell |
6,936
-840
| -11% | -$31.7K | 0.04% | 367 |
|
|
2020
Q3 | $237K | Buy |
+7,776
| New | +$237K | 0.04% | 352 |
|