Bell 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
Q2 | $500K | Sell |
6,825
-6
| -0.1% | -$439 | 0.09% | 73 |
|
|
2025
Q1 | $433K | Buy |
6,831
+30
| +0.4% | +$1.9K | 0.08% | 70 |
|
|
2024
Q4 | $464K | Sell |
6,801
-30
| -0.4% | -$2.05K | 0.09% | 68 |
|
|
2024
Q3 | $550K | Hold |
6,831
| – | – | 0.1% | 63 |
|
|
2024
Q2 | $431K | Sell |
6,831
-10
| -0.1% | -$631 | 0.08% | 73 |
|
|
2024
Q1 | $398K | Buy |
6,841
+10
| +0.1% | +$581 | 0.08% | 74 |
|
|
2023
Q4 | $392K | Sell |
6,831
-33
| -0.5% | -$1.9K | 0.08% | 72 |
|
|
2023
Q3 | $379K | Sell |
6,864
-27
| -0.4% | -$1.49K | 0.08% | 70 |
|
|
2023
Q2 | $343K | Sell |
6,891
-70
| -1% | -$3.48K | 0.08% | 69 |
|
|
2023
Q1 | $318K | Sell |
6,961
-38
| -0.5% | -$1.74K | 0.07% | 67 |
|
|
2022
Q4 | $289K | Buy |
6,999
+6,253
| +838% | +$258K | 0.07% | 68 |
|
|
2022
Q3 | $27K | Buy |
746
+369
| +98% | +$13.4K | 0.01% | 213 |
|
|
2022
Q2 | $13K | Buy |
+377
| New | +$13K | ﹤0.01% | 357 |
|
|
2021
Q4 | $20K | Buy |
368
+96
| +35% | +$5.22K | 0.01% | 311 |
|
|
2021
Q3 | $14K | Buy |
+272
| New | +$14K | ﹤0.01% | 364 |
|