Pin Oak Investment 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 |
-257
| Closed | -$12K | – | 407 |
|
|
2021
Q2 | $12K | Hold |
257
| – | – | 0.01% | 295 |
|
|
2021
Q1 | $11K | Hold |
257
| – | – | 0.01% | 305 |
|
|
2020
Q4 | $10K | Buy |
257
+17
| +7% | +$661 | 0.01% | 332 |
|
|
2020
Q3 | $7K | Hold |
240
| – | – | 0.01% | 325 |
|
|
2020
Q2 | $5K | Buy |
+240
| New | +$5K | ﹤0.01% | 337 |
|