AA Financial Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
4,363
+606
| +16% | +$44.4K | 0.07% | 144 |
|
|
2025
Q1 | $238K | Sell |
3,757
-1,990
| -35% | -$126K | 0.06% | 157 |
|
|
2024
Q4 | $392K | Sell |
5,747
-453
| -7% | -$30.9K | 0.1% | 116 |
|
|
2024
Q3 | $499K | Buy |
6,200
+1,128
| +22% | +$90.8K | 0.14% | 103 |
|
|
2024
Q2 | $320K | Buy |
5,072
+247
| +5% | +$15.6K | 0.11% | 126 |
|
|
2024
Q1 | $280K | Buy |
+4,825
| New | +$280K | 0.11% | 131 |
|