SWA
Sutton Wealth Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $43.4K | Hold |
787
| – | – | 0.02% | 241 |
|
|
2023
Q2 | $39.1K | Buy |
787
+101
| +15% | +$5.02K | 0.02% | 252 |
|
|
2023
Q1 | $31.4K | Sell |
686
-1,760
| -72% | -$80.5K | 0.02% | 252 |
|
|
2022
Q4 | $101K | Sell |
2,446
-3
| -0.1% | -$124 | 0.04% | 247 |
|
|
2022
Q3 | $87.1K | Buy |
2,449
+12
| +0.5% | +$427 | 0.04% | 268 |
|
|
2022
Q2 | $86.9K | Hold |
2,437
| – | – | 0.03% | 258 |
|
|
2022
Q1 | $112K | Buy |
2,437
+10
| +0.4% | +$459 | 0.04% | 235 |
|
|
2021
Q4 | $132K | Hold |
2,427
| – | – | 0.04% | 223 |
|
|
2021
Q3 | $126K | Buy |
2,427
+6
| +0.2% | +$311 | 0.05% | 227 |
|
|
2021
Q2 | $118K | Hold |
2,421
| – | – | 0.04% | 232 |
|
|
2021
Q1 | $102K | Buy |
2,421
+30
| +1% | +$1.27K | 0.04% | 239 |
|
|
2020
Q4 | $90.2K | Buy |
2,391
+16
| +0.7% | +$604 | 0.04% | 239 |
|
|
2020
Q3 | $72.5K | Hold |
2,375
| – | – | 0.04% | 243 |
|
|
2020
Q2 | $52.8K | Buy |
+2,375
| New | +$52.8K | 0.03% | 290 |
|