Avion Wealth’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 | $10K | Buy |
148
+62
| +72% | +$4.19K | ﹤0.01% | 458 |
|
2025
Q1 | $5K | Hold |
86
| – | – | ﹤0.01% | 528 |
|
2024
Q4 | $5K | Sell |
86
-7
| -8% | -$407 | ﹤0.01% | 527 |
|
2024
Q3 | $7K | Sell |
93
-1
| -1% | -$75 | ﹤0.01% | 429 |
|
2024
Q2 | $5K | Buy |
94
+25
| +36% | +$1.33K | ﹤0.01% | 453 |
|
2024
Q1 | $5K | Buy |
69
+17
| +33% | +$1.23K | ﹤0.01% | 443 |
|
2023
Q4 | $3K | Buy |
52
+21
| +68% | +$1.21K | ﹤0.01% | 469 |
|
2023
Q3 | $1K | Buy |
31
+19
| +158% | +$613 | ﹤0.01% | 574 |
|
2023
Q2 | $0 | Sell |
12
-1
| -8% | – | ﹤0.01% | 739 |
|
2023
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 555 |
|
2020
Q4 | – | Sell |
-20
| Closed | -$1K | – | 353 |
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 282 |
|
2020
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 277 |
|