Legacy Trust’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 |
-4,826
| Closed | -$277K | – | 151 |
|
|
2023
Q4 | $277K | Sell |
4,826
-296
| -6% | -$17K | 0.07% | 139 |
|
|
2023
Q3 | $283K | Buy |
5,122
+294
| +6% | +$16.2K | 0.08% | 133 |
|
|
2023
Q2 | $240K | Buy |
4,828
+36
| +0.8% | +$1.79K | 0.07% | 147 |
|
|
2023
Q1 | $219K | Buy |
+4,792
| New | +$219K | 0.07% | 154 |
|