Tradition Wealth Management’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-753
| Closed | -$43K | – | 495 |
|
2023
Q4 | $43K | Buy |
753
+1
| +0.1% | +$57 | ﹤0.01% | 661 |
|
2023
Q3 | $42K | Sell |
752
-15
| -2% | -$838 | 0.01% | 644 |
|
2023
Q2 | $38K | Buy |
767
+27
| +4% | +$1.34K | ﹤0.01% | 703 |
|
2023
Q1 | $34K | Buy |
740
+410
| +124% | +$18.8K | ﹤0.01% | 714 |
|
2022
Q4 | $14K | Sell |
330
-27
| -8% | -$1.15K | ﹤0.01% | 819 |
|
2022
Q3 | $13K | Buy |
357
+6
| +2% | +$218 | ﹤0.01% | 861 |
|
2022
Q2 | $13K | Buy |
351
+1
| +0.3% | +$37 | ﹤0.01% | 753 |
|
2022
Q1 | $16K | Hold |
350
| – | – | ﹤0.01% | 766 |
|
2021
Q4 | $19K | Buy |
350
+1
| +0.3% | +$54 | ﹤0.01% | 740 |
|
2021
Q3 | $18K | Hold |
349
| – | – | ﹤0.01% | 753 |
|
2021
Q2 | $17K | Buy |
349
+1
| +0.3% | +$49 | ﹤0.01% | 793 |
|
2021
Q1 | $15K | Hold |
348
| – | – | ﹤0.01% | 690 |
|
2020
Q4 | $13K | Buy |
+348
| New | +$13K | ﹤0.01% | 668 |
|