Edgestream Partners’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 | $2.21M | Buy |
30,131
+23,348
| +344% | +$1.71M | 0.06% | 512 |
|
|
2025
Q1 | $430K | Sell |
6,783
-21,883
| -76% | -$1.39M | 0.01% | 718 |
|
|
2024
Q4 | $1.96M | Buy |
+28,666
| New | +$1.96M | 0.08% | 404 |
|
|
2024
Q2 | – | Sell |
-66,842
| Closed | -$3.89M | – | 862 |
|
|
2024
Q1 | $3.89M | Buy |
66,842
+23,021
| +53% | +$1.34M | 0.19% | 174 |
|
|
2023
Q4 | $2.52M | Buy |
+43,821
| New | +$2.52M | 0.18% | 186 |
|