Madison Wealth Management’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 | – | Sell |
-4,059
| Closed | -$220K | – | 153 |
|
|
2021
Q4 | $220K | Hold |
4,059
| – | – | 0.04% | 145 |
|
|
2021
Q3 | $210K | Sell |
4,059
-126
| -3% | -$6.52K | 0.05% | 146 |
|
|
2021
Q2 | $203K | Sell |
4,185
-1,082
| -21% | -$52.5K | 0.04% | 140 |
|
|
2021
Q1 | $222K | Sell |
5,267
-782
| -13% | -$33K | 0.05% | 135 |
|
|
2020
Q4 | $228K | Sell |
6,049
-1,047
| -15% | -$39.5K | 0.06% | 133 |
|
|
2020
Q3 | $217K | Buy |
+7,096
| New | +$217K | 0.07% | 126 |
|