WFAG
Worth Financial Advisory Group’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,427
| Closed | -$276K | – | 157 |
|
|
2024
Q3 | $276K | Sell |
3,427
-39
| -1% | -$3.14K | 0.16% | 133 |
|
|
2024
Q2 | $219K | Buy |
+3,466
| New | +$219K | 0.14% | 135 |
|
|
2023
Q4 | – | Sell |
-3,719
| Closed | -$205K | – | 132 |
|
|
2023
Q3 | $205K | Buy |
+3,719
| New | +$205K | 0.19% | 119 |
|