Security National Trust’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 | $139K | Hold |
2,872
| – | – | 0.03% | 192 |
|
|
2021
Q2 | $139K | Sell |
2,872
-455
| -14% | -$22K | 0.03% | 200 |
|
|
2021
Q1 | $141K | Sell |
3,327
-3,124
| -48% | -$132K | 0.03% | 197 |
|
|
2020
Q4 | $244K | Sell |
6,451
-4,408
| -41% | -$167K | 0.06% | 148 |
|
|
2020
Q3 | $331K | Sell |
10,859
-11,637
| -52% | -$355K | 0.09% | 124 |
|
|
2020
Q2 | $500K | Buy |
+22,496
| New | +$500K | 0.15% | 105 |
|