TCPWM
Traverso Chambers Private Wealth Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $410K | Hold |
7,131
| – | – | 0.1% | 82 |
|
|
2023
Q3 | $394K | Hold |
7,131
| – | – | 0.11% | 79 |
|
|
2023
Q2 | $354K | Hold |
7,131
| – | – | 0.09% | 87 |
|
|
2023
Q1 | $326K | Hold |
7,131
| – | – | 0.09% | 86 |
|
|
2022
Q4 | $294K | Hold |
7,131
| – | – | 0.08% | 91 |
|
|
2022
Q3 | $254K | Hold |
7,131
| – | – | 0.08% | 96 |
|
|
2022
Q2 | $254K | Hold |
7,131
| – | – | 0.08% | 95 |
|
|
2022
Q1 | $327K | Hold |
7,131
| – | – | 0.1% | 92 |
|
|
2021
Q4 | $387K | Hold |
7,131
| – | – | 0.11% | 81 |
|
|
2021
Q3 | $369K | Hold |
7,131
| – | – | 0.11% | 82 |
|
|
2021
Q2 | $347K | Hold |
7,131
| – | – | 0.11% | 83 |
|
|
2021
Q1 | $301K | Hold |
7,131
| – | – | 0.1% | 88 |
|
|
2020
Q4 | $269K | Sell |
7,131
-134
| -2% | -$5.06K | 0.1% | 92 |
|
|
2020
Q3 | $222K | Buy |
+7,265
| New | +$222K | 0.09% | 94 |
|