Sonora Investment Management’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 | $172K | Buy |
3,317
+350
| +12% | +$18.1K | 0.02% | 217 |
|
2021
Q2 | $144K | Hold |
2,967
| – | – | 0.02% | 233 |
|
2021
Q1 | $125K | Buy |
2,967
+960
| +48% | +$40.4K | 0.01% | 363 |
|
2020
Q4 | $76K | Buy |
2,007
+666
| +50% | +$25.2K | 0.01% | 489 |
|
2020
Q3 | $41K | Sell |
1,341
-11
| -0.8% | -$336 | ﹤0.01% | 654 |
|
2020
Q2 | $30K | Buy |
+1,352
| New | +$30K | ﹤0.01% | 631 |
|