MGIA
Matthew Goff Investment Advisor’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,084
| Closed | -$211K | – | 105 |
|
|
2024
Q4 | $211K | Sell |
3,084
-126
| -4% | -$8.6K | 0.04% | 101 |
|
|
2024
Q3 | $258K | Sell |
3,210
-30
| -0.9% | -$2.41K | 0.05% | 95 |
|
|
2024
Q2 | $204K | Buy |
+3,240
| New | +$204K | 0.04% | 96 |
|
|
2022
Q1 | – | Sell |
-4,211
| Closed | -$228K | – | 82 |
|
|
2021
Q4 | $228K | Sell |
4,211
-29,810
| -88% | -$1.61M | 0.05% | 77 |
|
|
2021
Q3 | $1.76M | Sell |
34,021
-309
| -0.9% | -$16K | 0.43% | 41 |
|
|
2021
Q2 | $1.67M | Sell |
34,330
-2
| -0% | -$97 | 0.42% | 46 |
|
|
2021
Q1 | $1.45M | Sell |
34,332
-1,497
| -4% | -$63.2K | 0.41% | 49 |
|
|
2020
Q4 | $1.35M | Sell |
35,829
-721
| -2% | -$27.2K | 0.4% | 44 |
|
|
2020
Q3 | $1.12M | Sell |
36,550
-2,407
| -6% | -$73.5K | 0.36% | 45 |
|
|
2020
Q2 | $866K | Buy |
+38,957
| New | +$866K | 0.28% | 50 |
|