Embree Financial Group’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 | $239K | Buy |
+3,265
| New | +$239K | 0.04% | 195 |
|
|
2024
Q4 | – | Sell |
-2,970
| Closed | -$239K | – | 194 |
|
|
2024
Q3 | $239K | Buy |
+2,970
| New | +$239K | 0.04% | 171 |
|
|
2024
Q2 | – | Sell |
-3,495
| Closed | -$203K | – | 184 |
|
|
2024
Q1 | $203K | Buy |
3,495
+3
| +0.1% | +$174 | 0.04% | 184 |
|
|
2023
Q4 | $201K | Buy |
+3,492
| New | +$201K | 0.04% | 176 |
|