Bogart Wealth LLC’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 | $3.73K | Buy |
51
+23
| +82% | +$1.68K | ﹤0.01% | 996 |
|
|
2025
Q1 | $1.78K | Hold |
28
| – | – | ﹤0.01% | 1086 |
|
|
2024
Q4 | $1.91K | Hold |
28
| – | – | ﹤0.01% | 1095 |
|
|
2024
Q3 | $2.25K | Hold |
28
| – | – | ﹤0.01% | 956 |
|
|
2024
Q2 | $1.77K | Hold |
28
| – | – | ﹤0.01% | 946 |
|
|
2024
Q1 | $1.63K | Sell |
28
-102
| -78% | -$5.93K | ﹤0.01% | 927 |
|
|
2023
Q4 | $7.46K | Buy |
130
+102
| +364% | +$5.86K | ﹤0.01% | 672 |
|
|
2023
Q3 | $1.55K | Hold |
28
| – | – | ﹤0.01% | 914 |
|
|
2023
Q2 | $1.39K | Sell |
28
-58
| -67% | -$2.88K | ﹤0.01% | 920 |
|
|
2023
Q1 | $3.94K | Sell |
86
-142
| -62% | -$6.5K | ﹤0.01% | 770 |
|
|
2022
Q4 | $9.42K | Hold |
228
| – | – | ﹤0.01% | 562 |
|
|
2022
Q3 | $8K | Hold |
228
| – | – | ﹤0.01% | 585 |
|
|
2022
Q2 | $8K | Buy |
228
+200
| +714% | +$7.02K | ﹤0.01% | 569 |
|
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 720 |
|
|
2021
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 670 |
|
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 631 |
|
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 582 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 424 |
|
|
2020
Q3 | $0 | Hold |
28
| – | – | ﹤0.01% | 441 |
|
|
2020
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 409 |
|