New England Guild Wealth Advisors’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$358K Hold
8,674
0.19% 49
2022
Q3
$308K Sell
8,674
-1,000
-10% -$35.5K 0.19% 51
2022
Q2
$345K Hold
9,674
0.21% 50
2022
Q1
$444K Sell
9,674
-446
-4% -$20.5K 0.24% 48
2021
Q4
$549K Buy
+10,120
New +$549K 0.27% 46