True Link Financial Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-287
| Closed | -$16K | – | 150 |
|
|
2021
Q4 | $16K | Sell |
287
-560
| -66% | -$31.2K | ﹤0.01% | 592 |
|
|
2021
Q3 | $44K | Hold |
847
| – | – | 0.01% | 491 |
|
|
2021
Q2 | $41K | Buy |
847
+62
| +8% | +$3K | 0.01% | 446 |
|
|
2021
Q1 | $33K | Hold |
785
| – | – | ﹤0.01% | 529 |
|
|
2020
Q4 | $30K | Buy |
+785
| New | +$30K | ﹤0.01% | 575 |
|