YorkBridge Wealth Partners’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $344K | Sell |
8,333
-100
| -1% | -$4.13K | 0.09% | 161 |
|
|
2022
Q3 | $300K | Hold |
8,433
| – | – | 0.08% | 196 |
|
|
2022
Q2 | $301K | Hold |
8,433
| – | – | 0.08% | 192 |
|
|
2022
Q1 | $387K | Sell |
8,433
-40
| -0.5% | -$1.84K | 0.08% | 183 |
|
|
2021
Q4 | $460K | Hold |
8,473
| – | – | 0.1% | 157 |
|
|
2021
Q3 | $439K | Hold |
8,473
| – | – | 0.11% | 143 |
|
|
2021
Q2 | $412K | Hold |
8,473
| – | – | 0.11% | 147 |
|
|
2021
Q1 | $358K | Sell |
8,473
-500
| -6% | -$21.1K | 0.11% | 161 |
|
|
2020
Q4 | $338K | Sell |
8,973
-146
| -2% | -$5.5K | 0.11% | 139 |
|
|
2020
Q3 | $278K | Sell |
9,119
-2,532
| -22% | -$77.2K | 0.12% | 144 |
|
|
2020
Q2 | $259K | Buy |
+11,651
| New | +$259K | 0.12% | 145 |
|