SWS
SYSTM Wealth Solutions’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24
| Closed | -$1.51K | – | 178 |
|
|
2024
Q2 | $1.51K | Sell |
24
-3,402
| -99% | -$215K | ﹤0.01% | 627 |
|
|
2024
Q1 | $199K | Buy |
3,426
+2
| +0.1% | +$116 | 0.03% | 398 |
|
|
2023
Q4 | $197K | Sell |
3,424
-3,051
| -47% | -$176K | 0.03% | 379 |
|
|
2023
Q3 | $357K | Sell |
6,475
-582
| -8% | -$32.1K | 0.05% | 331 |
|
|
2023
Q2 | $351K | Sell |
7,057
-865
| -11% | -$43K | 0.05% | 372 |
|
|
2023
Q1 | $362K | Sell |
7,922
-4,673
| -37% | -$214K | 0.06% | 350 |
|
|
2022
Q4 | $520K | Buy |
+12,595
| New | +$520K | 0.06% | 338 |
|