Lenox Wealth Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $19K | Sell |
438
-601
| -58% | -$26.1K | ﹤0.01% | 385 |
|
|
2021
Q4 | $56K | Buy |
1,039
+245
| +31% | +$13.2K | 0.01% | 244 |
|
|
2021
Q3 | $41K | Hold |
794
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $39K | Sell |
794
-572
| -42% | -$28.1K | 0.01% | 265 |
|
|
2021
Q1 | $58K | Sell |
1,366
-215
| -14% | -$9.13K | 0.01% | 171 |
|
|
2020
Q4 | $60K | Buy |
1,581
+1,144
| +262% | +$43.4K | 0.01% | 166 |
|
|
2020
Q3 | $13K | Sell |
437
-900
| -67% | -$26.8K | ﹤0.01% | 341 |
|
|
2020
Q2 | $30K | Buy |
+1,337
| New | +$30K | ﹤0.01% | 223 |
|