Briaud Financial Planning’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 | $37K | Hold |
515
| – | – | 0.01% | 119 |
|
|
2025
Q1 | $32K | Hold |
515
| – | – | 0.01% | 102 |
|
|
2024
Q4 | $35K | Hold |
515
| – | – | 0.01% | 90 |
|
|
2024
Q3 | $41K | Hold |
515
| – | – | 0.02% | 70 |
|
|
2024
Q2 | $32K | Buy |
515
+100
| +24% | +$6.21K | 0.02% | 74 |
|
|
2024
Q1 | $25K | Buy |
+415
| New | +$25K | 0.01% | 79 |
|
|
2023
Q4 | – | Sell |
-415
| Closed | -$22K | – | 42 |
|
|
2023
Q3 | $22K | Buy |
+415
| New | +$22K | 0.02% | 83 |
|