Pathstone Family Office’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.3M | Buy |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $6.87M | Buy |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $871K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $49K | Buy |
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|
2020
Q3 | $30K | Hold |
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|
2020
Q2 | $23K | Buy |
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