WCM
Whitener Capital Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,666
| Closed | -$215K | – | 162 |
|
|
2024
Q3 | $215K | Buy |
+2,666
| New | +$215K | 0.06% | 150 |
|
|
2020
Q4 | – | Sell |
-8,751
| Closed | -$267K | – | 129 |
|
|
2020
Q3 | $267K | Sell |
8,751
-9,333
| -52% | -$285K | 0.13% | 107 |
|
|
2020
Q2 | $401K | Buy |
+18,084
| New | +$401K | 0.21% | 83 |
|