USCA RIA’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$214K Sell
4,413
-12,703
-74% -$616K 0.01% 535
2021
Q1
$723K Sell
17,116
-141
-0.8% -$5.96K 0.05% 331
2020
Q4
$651K Sell
17,257
-28
-0.2% -$1.06K 0.05% 290
2020
Q3
$528K Buy
17,285
+1,653
+11% +$50.5K 0.04% 285
2020
Q2
$347K Buy
+15,632
New +$347K 0.03% 336