Ameritas Advisory Services’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 | $1.29M | Buy |
17,637
+2,453
| +16% | +$180K | 0.07% | 289 |
|
|
2025
Q1 | $970K | Buy |
15,184
+11,382
| +299% | +$727K | 0.04% | 401 |
|
|
2024
Q4 | $260K | Sell |
3,802
-4,681
| -55% | -$320K | 0.01% | 755 |
|
|
2024
Q3 | $683K | Buy |
8,483
+5,085
| +150% | +$409K | 0.03% | 472 |
|
|
2024
Q2 | $214K | Sell |
3,398
-124
| -4% | -$7.82K | 0.01% | 837 |
|
|
2024
Q1 | $208K | Buy |
+3,522
| New | +$208K | 0.01% | 821 |
|
|
2023
Q2 | – | Sell |
-2,182
| Closed | -$95.9K | – | 836 |
|
|
2023
Q1 | $95.9K | Buy |
+2,182
| New | +$95.9K | ﹤0.01% | 1019 |
|