Blue Chip Partners’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,100
Closed -$169K 162
2024
Q3
$169K Buy
2,100
+6
+0.3% +$483 0.01% 159
2024
Q2
$132K Buy
2,094
+6
+0.3% +$378 0.01% 163
2024
Q1
$121K Buy
2,088
+40
+2% +$2.33K 0.01% 168
2023
Q4
$118K Buy
2,048
+8
+0.4% +$459 0.01% 167
2023
Q3
$113K Buy
2,040
+6
+0.3% +$331 0.01% 167
2023
Q2
$101K Buy
+2,034
New +$101K 0.01% 186
2022
Q1
Sell
-1,988
Closed -$108K 172
2021
Q4
$108K Buy
1,988
+4
+0.2% +$217 0.01% 171
2021
Q3
$103K Buy
+1,984
New +$103K 0.01% 164