Syverson Strege & Co’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-49
| Closed | -$2.24K | – | 155 |
|
|
2023
Q1 | $2.24K | Buy |
49
+33
| +206% | +$1.51K | ﹤0.01% | 471 |
|
|
2022
Q4 | $660 | Hold |
16
| – | – | ﹤0.01% | 285 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 260 |
|
|
2022
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 307 |
|
|
2022
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 283 |
|
|
2021
Q4 | $1K | Sell |
16
-121
| -88% | -$7.56K | ﹤0.01% | 283 |
|
|
2021
Q3 | $7K | Buy |
137
+121
| +756% | +$6.18K | 0.01% | 274 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 257 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 250 |
|
|
2020
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 229 |
|