TD Ameritrade 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-441
| Closed | -$22K | – | 68 |
|
2023
Q2 | $22K | Sell |
441
-132
| -23% | -$6.59K | ﹤0.01% | 276 |
|
2023
Q1 | $26K | Sell |
573
-77
| -12% | -$3.49K | ﹤0.01% | 276 |
|
2022
Q4 | $27K | Sell |
650
-231
| -26% | -$9.6K | ﹤0.01% | 299 |
|
2022
Q3 | $31K | Sell |
881
-354
| -29% | -$12.5K | ﹤0.01% | 305 |
|
2022
Q2 | $44K | Sell |
1,235
-845
| -41% | -$30.1K | ﹤0.01% | 309 |
|
2022
Q1 | $95K | Buy |
2,080
+532
| +34% | +$24.3K | ﹤0.01% | 297 |
|
2021
Q4 | $84K | Buy |
1,548
+855
| +123% | +$46.4K | ﹤0.01% | 305 |
|
2021
Q3 | $21K | Sell |
693
-598
| -46% | -$18.1K | ﹤0.01% | 383 |
|
2021
Q2 | $63K | Buy |
1,291
+295
| +30% | +$14.4K | ﹤0.01% | 319 |
|
2021
Q1 | $38K | Hold |
996
| – | – | ﹤0.01% | 356 |
|
2020
Q4 | $38K | Buy |
996
+303
| +44% | +$11.6K | ﹤0.01% | 356 |
|
2020
Q3 | $21K | Buy |
693
+274
| +65% | +$8.3K | ﹤0.01% | 383 |
|
2020
Q2 | $9K | Buy |
+419
| New | +$9K | ﹤0.01% | 436 |
|