Tiedemann Advisors’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 | $240K | Sell |
4,345
-707
| -14% | -$39K | 0.01% | 241 |
|
|
2023
Q2 | $252K | Buy |
+5,052
| New | +$252K | 0.01% | 218 |
|
|
2022
Q4 | – | Sell |
-5,716
| Closed | -$203K | – | 242 |
|
|
2022
Q3 | $203K | Hold |
5,716
| – | – | 0.01% | 216 |
|
|
2022
Q2 | $203K | Sell |
5,716
-113
| -2% | -$4.01K | 0.02% | 212 |
|
|
2022
Q1 | $267K | Buy |
5,829
+113
| +2% | +$5.18K | 0.01% | 244 |
|
|
2021
Q4 | $311K | Hold |
5,716
| – | – | 0.02% | 234 |
|
|
2021
Q3 | $295K | Sell |
5,716
-455
| -7% | -$23.5K | 0.02% | 238 |
|
|
2021
Q2 | $299K | Sell |
6,171
-98
| -2% | -$4.75K | 0.01% | 286 |
|
|
2021
Q1 | $265K | Buy |
6,269
+133
| +2% | +$5.62K | 0.01% | 281 |
|
|
2020
Q4 | $230K | Sell |
6,136
-1,480
| -19% | -$55.5K | 0.01% | 284 |
|
|
2020
Q3 | $235K | Buy |
+7,616
| New | +$235K | 0.01% | 288 |
|