Angeles Investment 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
Q1 | – | Sell |
-7,162
| Closed | -$490K | – | 66 |
|
|
2024
Q4 | $490K | Sell |
7,162
-105
| -1% | -$7.19K | 0.02% | 95 |
|
|
2024
Q3 | $585K | Sell |
7,267
-860
| -11% | -$69.2K | 0.03% | 83 |
|
|
2024
Q2 | $514K | Sell |
8,127
-341
| -4% | -$21.6K | 0.03% | 98 |
|
|
2024
Q1 | $492K | Buy |
8,468
+237
| +3% | +$13.8K | 0.03% | 123 |
|
|
2023
Q4 | $474K | Buy |
8,231
+106
| +1% | +$6.11K | 0.03% | 104 |
|
|
2023
Q3 | $449K | Buy |
8,125
+105
| +1% | +$5.8K | 0.04% | 89 |
|
|
2023
Q2 | $400K | Hold |
8,020
| – | – | 0.03% | 88 |
|
|
2023
Q1 | $367K | Buy |
8,020
+570
| +8% | +$26.1K | 0.03% | 91 |
|
|
2022
Q4 | $309K | Buy |
+7,450
| New | +$309K | 0.03% | 83 |
|