Lumature Wealth Partners’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $32.5K | Buy |
654
+42
| +7% | +$2.09K | 0.02% | 244 |
|
|
2023
Q1 | $28K | Hold |
612
| – | – | 0.02% | 254 |
|
|
2022
Q4 | $25.2K | Sell |
612
-57
| -9% | -$2.35K | 0.01% | 259 |
|
|
2022
Q3 | $24K | Hold |
669
| – | – | 0.01% | 270 |
|
|
2022
Q2 | $24K | Sell |
669
-485
| -42% | -$17.4K | 0.01% | 277 |
|
|
2022
Q1 | $53K | Buy |
1,154
+208
| +22% | +$9.55K | 0.02% | 252 |
|
|
2021
Q4 | $51K | Buy |
946
+348
| +58% | +$18.8K | 0.02% | 228 |
|
|
2021
Q3 | $31K | Buy |
598
+245
| +69% | +$12.7K | 0.01% | 254 |
|
|
2021
Q2 | $17K | Buy |
353
+111
| +46% | +$5.35K | 0.01% | 271 |
|
|
2021
Q1 | $10K | Buy |
+242
| New | +$10K | 0.01% | 286 |
|