Continuum Advisory’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
Sell
-1,645
Closed -$104K 577
2025
Q1
$104K Sell
1,645
-490
-23% -$31.1K 0.01% 516
2024
Q4
$146K Buy
2,135
+248
+13% +$16.9K 0.02% 450
2024
Q3
$141K Buy
1,887
+545
+41% +$40.9K 0.02% 454
2024
Q2
$84.7K Sell
1,342
-35
-3% -$2.21K 0.01% 523
2024
Q1
$89.8K Buy
+1,377
New +$89.8K 0.01% 508