Financial Advocates Investment 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 | $1.72M | Sell |
23,551
-272
| -1% | -$19.9K | 0.14% | 146 |
|
|
2025
Q1 | $1.51M | Sell |
23,823
-3,040
| -11% | -$193K | 0.11% | 208 |
|
|
2024
Q4 | $1.83M | Sell |
26,863
-1,325
| -5% | -$90.4K | 0.1% | 193 |
|
|
2024
Q3 | $2.27M | Sell |
28,188
-187
| -0.7% | -$15.1K | 0.13% | 167 |
|
|
2024
Q2 | $1.79M | Sell |
28,375
-69
| -0.2% | -$4.35K | 0.11% | 182 |
|
|
2024
Q1 | $1.65M | Sell |
28,444
-507
| -2% | -$29.5K | 0.1% | 210 |
|
|
2023
Q4 | $1.66M | Sell |
28,951
-144
| -0.5% | -$8.27K | 0.11% | 199 |
|
|
2023
Q3 | $1.61M | Buy |
29,095
+16
| +0.1% | +$883 | 0.12% | 192 |
|
|
2023
Q2 | $1.45M | Sell |
29,079
-46
| -0.2% | -$2.29K | 0.1% | 203 |
|
|
2023
Q1 | $1.33M | Sell |
29,125
-434
| -1% | -$19.9K | 0.1% | 226 |
|
|
2022
Q4 | $1.22M | Sell |
29,559
-261
| -0.9% | -$10.8K | 0.09% | 242 |
|
|
2022
Q3 | $1.06M | Buy |
29,820
+65
| +0.2% | +$2.3K | 0.09% | 240 |
|
|
2022
Q2 | $1.06M | Sell |
29,755
-550
| -2% | -$19.6K | 0.09% | 255 |
|
|
2022
Q1 | $1.39M | Sell |
30,305
-669
| -2% | -$30.7K | 0.09% | 240 |
|
|
2021
Q4 | $1.68M | Sell |
30,974
-102
| -0.3% | -$5.53K | 0.11% | 222 |
|
|
2021
Q3 | $1.61M | Buy |
31,076
+866
| +3% | +$44.8K | 0.11% | 224 |
|
|
2021
Q2 | $1.47M | Sell |
30,210
-4,364
| -13% | -$212K | 0.1% | 238 |
|
|
2021
Q1 | $1.46M | Buy |
34,574
+104
| +0.3% | +$4.39K | 0.1% | 224 |
|
|
2020
Q4 | $1.3M | Sell |
34,470
-555
| -2% | -$20.9K | 0.09% | 254 |
|
|
2020
Q3 | $1.07M | Buy |
35,025
+2,252
| +7% | +$68.8K | 0.09% | 226 |
|
|
2020
Q2 | $728K | Buy |
+32,773
| New | +$728K | 0.07% | 283 |
|