SWM
Selective Wealth Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-163
| Closed | -$6K | – | 204 |
|
|
2022
Q3 | $6K | Sell |
163
-405
| -71% | -$14.9K | ﹤0.01% | 570 |
|
|
2022
Q2 | $20K | Hold |
568
| – | – | 0.01% | 460 |
|
|
2022
Q1 | $26K | Hold |
568
| – | – | 0.01% | 409 |
|
|
2021
Q4 | $31K | Hold |
568
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $29K | Sell |
568
-147
| -21% | -$7.51K | 0.02% | 325 |
|
|
2021
Q2 | $35K | Hold |
715
| – | – | 0.03% | 222 |
|
|
2021
Q1 | $30K | Hold |
715
| – | – | 0.03% | 164 |
|
|
2020
Q4 | $27K | Hold |
715
| – | – | 0.02% | 151 |
|
|
2020
Q3 | $22K | Hold |
715
| – | – | 0.02% | 145 |
|
|
2020
Q2 | $16K | Buy |
+715
| New | +$16K | 0.01% | 193 |
|