MBM Wealth Consultants’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 | – | Sell |
-162
| Closed | -$7K | – | 126 |
|
|
2023
Q1 | $7K | Hold |
162
| – | – | ﹤0.01% | 224 |
|
|
2022
Q4 | $7K | Hold |
162
| – | – | ﹤0.01% | 249 |
|
|
2022
Q3 | $6K | Hold |
162
| – | – | ﹤0.01% | 228 |
|
|
2022
Q2 | $6K | Hold |
162
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $7K | Hold |
162
| – | – | ﹤0.01% | 250 |
|
|
2021
Q4 | $9K | Hold |
162
| – | – | ﹤0.01% | 236 |
|
|
2021
Q3 | $8K | Hold |
162
| – | – | ﹤0.01% | 241 |
|
|
2021
Q2 | $8K | Hold |
162
| – | – | ﹤0.01% | 225 |
|
|
2021
Q1 | $7K | Hold |
162
| – | – | ﹤0.01% | 219 |
|
|
2020
Q4 | $6K | Buy |
+162
| New | +$6K | ﹤0.01% | 197 |
|