Perennial Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-361
| Closed | -$18K | – | 110 |
|
|
2021
Q2 | $18K | Hold |
361
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $15K | Buy |
361
+186
| +106% | +$7.73K | ﹤0.01% | 219 |
|
|
2020
Q4 | $7K | Buy |
+175
| New | +$7K | ﹤0.01% | 211 |
|
|
2020
Q3 | – | Sell |
-175
| Closed | -$4K | – | 97 |
|
|
2020
Q2 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 205 |
|