Financial Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,714
| Closed | -$218K | – | 84 |
|
|
2024
Q3 | $218K | Buy |
+2,714
| New | +$218K | 0.04% | 76 |
|
|
2022
Q1 | – | Sell |
-3,778
| Closed | -$205K | – | 88 |
|
|
2021
Q4 | $205K | Sell |
3,778
-188
| -5% | -$10.2K | 0.06% | 85 |
|
|
2021
Q3 | $205K | Buy |
+3,966
| New | +$205K | 0.07% | 85 |
|