BFA
Benedict Financial Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Sell |
12,466
-348
| -3% | -$25.5K | 0.21% | 97 |
|
|
2025
Q1 | $812K | Sell |
12,814
-78
| -0.6% | -$4.95K | 0.19% | 98 |
|
|
2024
Q4 | $880K | Sell |
12,892
-108
| -0.8% | -$7.37K | 0.21% | 95 |
|
|
2024
Q3 | $1.05M | Sell |
13,000
-36
| -0.3% | -$2.9K | 0.25% | 92 |
|
|
2024
Q2 | $822K | Buy |
13,036
+61
| +0.5% | +$3.85K | 0.21% | 96 |
|
|
2024
Q1 | $754K | Buy |
12,975
+14
| +0.1% | +$814 | 0.19% | 99 |
|
|
2023
Q4 | $745K | Buy |
12,961
+20
| +0.2% | +$1.15K | 0.2% | 95 |
|
|
2023
Q3 | $714K | Buy |
12,941
+110
| +0.9% | +$6.07K | 0.21% | 97 |
|
|
2023
Q2 | $638K | Buy |
12,831
+51
| +0.4% | +$2.54K | 0.18% | 98 |
|
|
2023
Q1 | $585K | Buy |
12,780
+23
| +0.2% | +$1.05K | 0.16% | 99 |
|
|
2022
Q4 | $526K | Sell |
12,757
-877
| -6% | -$36.2K | 0.16% | 95 |
|
|
2022
Q3 | $485K | Buy |
13,634
+114
| +0.8% | +$4.06K | 0.16% | 97 |
|
|
2022
Q2 | $482K | Buy |
13,520
+152
| +1% | +$5.42K | 0.14% | 101 |
|
|
2022
Q1 | $613K | Sell |
13,368
-29
| -0.2% | -$1.33K | 0.16% | 99 |
|
|
2021
Q4 | $727K | Sell |
13,397
-586
| -4% | -$31.8K | 0.19% | 96 |
|
|
2021
Q3 | $724K | Buy |
13,983
+13
| +0.1% | +$673 | 0.2% | 99 |
|
|
2021
Q2 | $679K | Sell |
13,970
-350
| -2% | -$17K | 0.19% | 99 |
|
|
2021
Q1 | $605K | Buy |
14,320
+470
| +3% | +$19.9K | 0.17% | 98 |
|
|
2020
Q4 | $522K | Sell |
13,850
-1,183
| -8% | -$44.6K | 0.19% | 85 |
|
|
2020
Q3 | $459K | Sell |
15,033
-7,306
| -33% | -$223K | 0.18% | 89 |
|
|
2020
Q2 | $496K | Buy |
+22,339
| New | +$496K | 0.2% | 87 |
|