Aveo Capital Partners’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 |
-4,313
| Closed | -$294K | – | 205 |
|
|
2024
Q4 | $294K | Sell |
4,313
-363
| -8% | -$24.8K | 0.03% | 291 |
|
|
2024
Q3 | $376K | Buy |
4,676
+169
| +4% | +$13.6K | 0.04% | 243 |
|
|
2024
Q2 | $284K | Sell |
4,507
-255
| -5% | -$16.1K | 0.03% | 264 |
|
|
2024
Q1 | $296K | Sell |
4,762
-633
| -12% | -$39.3K | 0.03% | 295 |
|
|
2023
Q4 | $310K | Buy |
5,395
+205
| +4% | +$11.8K | 0.04% | 268 |
|
|
2023
Q3 | $287K | Hold |
5,190
| – | – | 0.04% | 271 |
|
|
2023
Q2 | $258K | Buy |
5,190
+80
| +2% | +$3.98K | 0.03% | 292 |
|
|
2023
Q1 | $234K | Hold |
5,110
| – | – | 0.03% | 299 |
|
|
2022
Q4 | $211K | Buy |
+5,110
| New | +$211K | 0.03% | 311 |
|
|
2022
Q2 | – | Sell |
-5,108
| Closed | -$234K | – | 270 |
|
|
2022
Q1 | $234K | Buy |
5,108
+79
| +2% | +$3.62K | 0.04% | 251 |
|
|
2021
Q4 | $273K | Buy |
5,029
+7
| +0.1% | +$380 | 0.05% | 234 |
|
|
2021
Q3 | $260K | Buy |
5,022
+40
| +0.8% | +$2.07K | 0.05% | 219 |
|
|
2021
Q2 | $242K | Buy |
4,982
+28
| +0.6% | +$1.36K | 0.05% | 235 |
|
|
2021
Q1 | $209K | Buy |
+4,954
| New | +$209K | 0.05% | 221 |
|