Clearstead Advisors’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.4M Sell
2025
Q2
$2.26M Buy
2025
Q1
$1.88M Sell
2024
Q4
$2.27M Buy
2024
Q3
$2.44M Buy
2024
Q2
$1.86M Buy
2024
Q1
$1.14M Sell
2023
Q4
$1.05M Sell
2023
Q3
$2.25M Buy
2023
Q2
$978K Buy
2023
Q1
$776K Buy
2022
Q4
$671K Buy
2022
Q3
$568K Sell
2022
Q2
$621K Sell
2022
Q1
$819K Buy
2021
Q4
$453K Sell
2021
Q3
$462K Buy
2021
Q2
$405K Sell
2021
Q1
$369K Sell
2020
Q4
$586K Buy
2020
Q3
$451K Sell
2020
Q2
$382K Buy