PWS
Precision Wealth Strategies’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,952
| Closed | -$479K | – | 115 |
|
|
2024
Q3 | $479K | Sell |
5,952
-33
| -0.6% | -$2.66K | 0.44% | 42 |
|
|
2024
Q2 | $378K | Sell |
5,985
-232
| -4% | -$14.6K | 0.39% | 68 |
|
|
2024
Q1 | $361K | Sell |
6,217
-24
| -0.4% | -$1.4K | 0.34% | 67 |
|
|
2023
Q4 | $359K | Sell |
6,241
-78
| -1% | -$4.48K | 0.35% | 55 |
|
|
2023
Q3 | $349K | Buy |
+6,319
| New | +$349K | 0.38% | 46 |
|