Dakota Wealth Management’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 | $2.06M | Buy |
28,082
+1,312
| +5% | +$96K | 0.04% | 263 |
|
|
2025
Q1 | $1.7M | Buy |
26,770
+4,535
| +20% | +$288K | 0.04% | 286 |
|
|
2024
Q4 | $1.52M | Buy |
22,235
+3,478
| +19% | +$237K | 0.03% | 298 |
|
|
2024
Q3 | $1.51M | Sell |
18,757
-9,911
| -35% | -$798K | 0.03% | 306 |
|
|
2024
Q2 | $1.81M | Buy |
28,668
+320
| +1% | +$20.2K | 0.04% | 272 |
|
|
2024
Q1 | $1.65M | Buy |
+28,348
| New | +$1.65M | 0.04% | 288 |
|