Security National Bank’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,454
| Closed | -$371K | – | 285 |
|
|
2023
Q4 | $371K | Hold |
6,454
| – | – | 0.08% | 88 |
|
|
2023
Q3 | $361K | Hold |
6,454
| – | – | 0.1% | 80 |
|
|
2023
Q2 | $321K | Hold |
6,454
| – | – | 0.08% | 84 |
|
|
2023
Q1 | $295K | Hold |
6,454
| – | – | 0.08% | 83 |
|
|
2022
Q4 | $266K | Hold |
6,454
| – | – | 0.07% | 86 |
|
|
2022
Q3 | $230K | Hold |
6,454
| – | – | 0.06% | 91 |
|
|
2022
Q2 | $230K | Hold |
6,454
| – | – | 0.06% | 91 |
|
|
2022
Q1 | $296K | Buy |
+6,454
| New | +$296K | 0.07% | 85 |
|