WR Wealth Planners’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.9K | Buy |
292
+49
| +20% | +$3.35K | 0.01% | 460 |
|
|
2024
Q3 | $19.6K | Hold |
243
| – | – | 0.01% | 488 |
|
|
2024
Q2 | $15.3K | Buy |
243
+11
| +5% | +$694 | ﹤0.01% | 499 |
|
|
2024
Q1 | $13.5K | Buy |
+232
| New | +$13.5K | ﹤0.01% | 533 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$11K | – | 274 |
|
|
2023
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 535 |
|
|
2023
Q2 | $9.94K | Sell |
200
-13
| -6% | -$646 | ﹤0.01% | 580 |
|
|
2023
Q1 | $9.75K | Buy |
213
+13
| +7% | +$595 | ﹤0.01% | 562 |
|
|
2022
Q4 | $8.25K | Hold |
200
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $7.11K | Hold |
200
| – | – | 0.01% | 288 |
|
|
2022
Q2 | $7.13K | Hold |
200
| – | – | ﹤0.01% | 314 |
|
|
2022
Q1 | $9.17K | Buy |
+200
| New | +$9.17K | 0.01% | 310 |
|