Lee Financial’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-158
| Closed | -$9.11K | – | 253 |
|
|
2023
Q4 | $9.11K | Buy |
158
+37
| +31% | +$2.13K | ﹤0.01% | 447 |
|
|
2023
Q3 | $6.68K | Buy |
+121
| New | +$6.68K | ﹤0.01% | 476 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$4K | – | 668 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 436 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 429 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2020
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 483 |
|