Wealthstreet Investment 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 | $2K | Hold |
38
| – | – | 0.05% | 69 |
|
|
2021
Q4 | $2K | Hold |
38
| – | – | 0.05% | 70 |
|
|
2021
Q3 | $2K | Hold |
38
| – | – | 0.06% | 69 |
|
|
2021
Q2 | $2K | Sell |
38
-10,500
| -100% | -$553K | 0.01% | 94 |
|
|
2021
Q1 | $445K | Sell |
10,538
-900
| -8% | -$38K | 0.04% | 259 |
|
|
2020
Q4 | $431K | Sell |
11,438
-265
| -2% | -$9.99K | 0.04% | 256 |
|
|
2020
Q3 | $357K | Sell |
11,703
-1,248
| -10% | -$38.1K | 0.04% | 261 |
|
|
2020
Q2 | $288K | Buy |
+12,951
| New | +$288K | 0.04% | 278 |
|