Avantax Planning Partners, Inc. Carrier Global Corp Transaction History

Avantax Planning Partners, Inc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$53.43 - $59.82 $110,706 - $123,947	-2,072 Reduced 31.42%	4,523 $262,000
Q4 2023 Feb 09, 2024	BUY	$46.4 - $58.81 $28,489 - $36,109	614 Added 10.27%	6,595 $378,000
Q3 2023 Nov 03, 2023	SELL	$49.07 - $59.8 $40,924 - $49,873	-834 Reduced 12.24%	5,981 $330,000
Q2 2023 Jul 17, 2023	BUY	$40.65 - $49.71 $8,292 - $10,140	204 Added 3.09%	6,815 $338,000
Q1 2023 Apr 20, 2023	BUY	$41.52 - $48.38 $6,643 - $7,740	160 Added 2.48%	6,611 $302,000
Q4 2022 Feb 09, 2023	BUY	$34.06 - $44.93 $15,837 - $20,892	465 Added 7.77%	6,451 $266,000
Q3 2022 Oct 14, 2022	BUY	$35.28 - $44.41 $3,563 - $4,485	101 Added 1.72%	5,986 $213,000
Q2 2022 Jul 18, 2022	SELL	$34.41 - $46.04 $24,912 - $33,332	-724 Reduced 10.95%	5,885 $210,000
Q1 2022 May 09, 2022	SELL	$42.91 - $53.82 $1,287 - $1,614	-30 Reduced 0.45%	6,609 $303,000
Q4 2021 Jan 28, 2022	BUY	$50.3 - $57.15 $38,680 - $43,948	769 Added 13.1%	6,639 $360,000
Q3 2021 Oct 27, 2021	BUY	$48.05 - $58.32 $8,360 - $10,147	174 Added 3.05%	5,870 $304,000
Q1 2021 May 06, 2021	SELL	$35.52 - $42.36 $2,521 - $3,007	-71 Reduced 1.23%	5,696 $240,000
Q4 2020 Feb 04, 2021	SELL	$30.77 - $40.5 $95,787 - $126,076	-3,113 Reduced 35.06%	5,767 $218,000
Q3 2020 Oct 28, 2020	SELL	$22.61 - $31.03 $23,107 - $31,712	-1,022 Reduced 10.32%	8,880 $271,000
Q2 2020 Jul 15, 2020	BUY	$12.89 - $24.37 $127,636 - $241,311	9,902 New	9,902 $220,000

1,595

752M

3.94M

2.16M

Ticker CARR
Exchange NYSE
Sector Industrials
Industry Building Products & Equipment
Shares Outstandng 836,262,016
Market Cap $68.1B
Description
Carrier Global Corporation provides heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies worldwide. It operates through three segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling,...

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