Planned Solutions’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-580
| Closed | -$46.7K | – | 184 |
|
|
2024
Q3 | $46.7K | Buy |
+580
| New | +$46.7K | 0.02% | 308 |
|
|
2024
Q1 | – | Sell |
-580
| Closed | -$33.3K | – | 160 |
|
|
2023
Q4 | $33.3K | Buy |
+580
| New | +$33.3K | 0.02% | 330 |
|
|
2021
Q1 | – | Sell |
-425
| Closed | -$16K | – | 112 |
|
|
2020
Q4 | $16K | Hold |
425
| – | – | 0.01% | 296 |
|
|
2020
Q3 | $13K | Buy |
+425
| New | +$13K | 0.01% | 244 |
|