Angeles Wealth Management’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 | $334K | Sell |
4,563
-49
| -1% | -$3.59K | 0.02% | 242 |
|
2025
Q1 | $292K | Buy |
4,612
+237
| +5% | +$15K | 0.02% | 217 |
|
2024
Q4 | $299K | Buy |
4,375
+418
| +11% | +$28.5K | 0.02% | 211 |
|
2024
Q3 | $318K | Buy |
3,957
+98
| +3% | +$7.89K | 0.03% | 188 |
|
2024
Q2 | $243K | Buy |
3,859
+21
| +0.5% | +$1.33K | 0.02% | 206 |
|
2024
Q1 | $223K | Sell |
3,838
-315
| -8% | -$18.3K | 0.02% | 202 |
|
2023
Q4 | $239K | Buy |
4,153
+338
| +9% | +$19.4K | 0.03% | 179 |
|
2023
Q3 | $211K | Buy |
+3,815
| New | +$211K | 0.03% | 164 |
|