Mark Sheptoff Financial Planning’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Hold |
|
|||||
|
2025
Q1 | $12.9K | Hold |
|
|||||
|
2024
Q4 | $13.9K | Hold |
|
|||||
|
2024
Q3 | $16.3K | Hold |
|
|||||
|
2024
Q2 | $12.8K | Hold |
|
|||||
|
2024
Q1 | $11.8K | Sell |
|
|||||
|
2023
Q4 | $23.2K | Hold |
|
|||||
|
2023
Q3 | $22.2K | Sell |
|
|||||
|
2023
Q2 | $251K | Buy |
|
|||||
|
2023
Q1 | $99.7K | Hold |
|
|||||
|
2022
Q4 | $89.9K | Buy |
|
|||||
|
2022
Q3 | $74K | Hold |
|
|||||
|
2022
Q2 | $74K | Sell |
|
|||||
|
2022
Q1 | $100K | Sell |
|
|||||
|
2021
Q4 | $124K | Buy |
|
|||||
|
2021
Q3 | $112K | Hold |
|
|||||
|
2021
Q2 | $105K | Buy |
|
|||||
|
2021
Q1 | $80K | Hold |
|
|||||
|
2020
Q4 | $72K | Hold |
|
|||||
|
2020
Q3 | $58K | Sell |
|
|||||
|
2020
Q2 | $130K | Buy |
|