EverSource Wealth Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
6,538
+1,568
| +32% | +$115K | 0.02% | 470 |
|
|
2025
Q1 | $315K | Sell |
4,970
-961
| -16% | -$60.9K | 0.02% | 507 |
|
|
2024
Q4 | $405K | Buy |
5,931
+725
| +14% | +$49.5K | 0.02% | 418 |
|
|
2024
Q3 | $419K | Buy |
5,206
+216
| +4% | +$17.4K | 0.03% | 368 |
|
|
2024
Q2 | $340K | Buy |
4,990
+533
| +12% | +$36.3K | 0.02% | 409 |
|
|
2024
Q1 | $274K | Sell |
4,457
-986
| -18% | -$60.6K | 0.02% | 403 |
|
|
2023
Q4 | $313K | Buy |
5,443
+36
| +0.7% | +$2.07K | 0.03% | 331 |
|
|
2023
Q3 | $298K | Buy |
5,407
+573
| +12% | +$31.6K | 0.03% | 307 |
|
|
2023
Q2 | $240K | Buy |
4,834
+2,143
| +80% | +$107K | 0.03% | 360 |
|
|
2023
Q1 | $123K | Buy |
2,691
+73
| +3% | +$3.34K | 0.02% | 478 |
|
|
2022
Q4 | $108K | Sell |
2,618
-205
| -7% | -$8.46K | 0.02% | 485 |
|
|
2022
Q3 | $101K | Sell |
2,823
-314
| -10% | -$11.2K | 0.02% | 432 |
|
|
2022
Q2 | $111K | Buy |
3,137
+1,133
| +57% | +$40.1K | 0.03% | 349 |
|
|
2022
Q1 | $92K | Buy |
2,004
+1,493
| +292% | +$68.5K | 0.02% | 346 |
|
|
2021
Q4 | $28K | Buy |
+511
| New | +$28K | 0.01% | 554 |
|