Level 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-320
| Closed | -$18.4K | – | 104 |
|
|
2023
Q4 | $18.4K | Hold |
320
| – | – | 0.01% | 164 |
|
|
2023
Q3 | $17.7K | Hold |
320
| – | – | 0.01% | 156 |
|
|
2023
Q2 | $15.9K | Hold |
320
| – | – | 0.01% | 163 |
|
|
2023
Q1 | $14.6K | Hold |
320
| – | – | 0.01% | 155 |
|
|
2022
Q4 | $13K | Hold |
320
| – | – | 0.01% | 149 |
|
|
2022
Q3 | $11K | Hold |
320
| – | – | 0.01% | 169 |
|
|
2022
Q2 | $11K | Hold |
320
| – | – | 0.01% | 180 |
|
|
2022
Q1 | $15K | Hold |
320
| – | – | 0.01% | 139 |
|
|
2021
Q4 | $17K | Buy |
+320
| New | +$17K | 0.01% | 139 |
|