B. Riley Wealth 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
Q2 | $492K | Buy |
+6,722
| New | +$492K | 0.02% | 518 |
|
|
2024
Q4 | $792K | Sell |
11,562
-2,586
| -18% | -$177K | 0.03% | 529 |
|
|
2024
Q3 | $1.14M | Sell |
14,148
-257
| -2% | -$20.6K | 0.03% | 467 |
|
|
2024
Q2 | $911K | Sell |
14,405
-26,024
| -64% | -$1.65M | 0.02% | 570 |
|
|
2024
Q1 | $2.23M | Buy |
40,429
+27,100
| +203% | +$1.5M | 0.06% | 316 |
|
|
2023
Q4 | $768K | Sell |
13,329
-27,100
| -67% | -$1.56M | 0.02% | 617 |
|
|
2023
Q3 | $2.23M | Buy |
40,429
+25,375
| +169% | +$1.4M | 0.06% | 316 |
|
|
2023
Q2 | $750K | Sell |
15,054
-4,429
| -23% | -$221K | 0.02% | 675 |
|
|
2023
Q1 | $891K | Sell |
19,483
-6,668
| -25% | -$305K | 0.02% | 576 |
|
|
2022
Q4 | $1.08M | Sell |
26,151
-3,289
| -11% | -$136K | 0.03% | 507 |
|
|
2022
Q3 | $1.05M | Buy |
29,440
+6,051
| +26% | +$215K | 0.03% | 494 |
|
|
2022
Q2 | $834K | Sell |
23,389
-504
| -2% | -$18K | 0.04% | 475 |
|
|
2022
Q1 | $1.1M | Sell |
23,893
-245
| -1% | -$11.2K | 0.04% | 456 |
|
|
2021
Q4 | $1.31M | Sell |
24,138
-2,915
| -11% | -$158K | 0.04% | 449 |
|
|
2021
Q3 | $1.39M | Sell |
27,053
-1,321
| -5% | -$67.8K | 0.04% | 422 |
|
|
2021
Q2 | $1.35M | Buy |
28,374
+3,230
| +13% | +$154K | 0.04% | 430 |
|
|
2021
Q1 | $1.05M | Buy |
25,144
+2,559
| +11% | +$107K | 0.04% | 464 |
|
|
2020
Q4 | $852K | Sell |
22,585
-40
| -0.2% | -$1.51K | 0.05% | 378 |
|
|
2020
Q3 | $632K | Buy |
22,625
+4,811
| +27% | +$134K | 0.03% | 452 |
|
|
2020
Q2 | $397K | Buy |
+17,814
| New | +$397K | 0.03% | 530 |
|