Financial Gravity Asset 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
Q1
$6.4K Buy
+101
New +$6.4K ﹤0.01% 686
2024
Q2
$6.37K Sell
101
-190
-65% -$12K ﹤0.01% 562
2024
Q1
$16.8K Sell
291
-514
-64% -$29.7K ﹤0.01% 586
2023
Q4
$303K Buy
805
+120
+18% +$45.2K ﹤0.01% 475
2023
Q3
$296K Buy
685
+635
+1,270% +$275K ﹤0.01% 456
2023
Q2
$14.2K Buy
50
+4
+9% +$1.14K 0.04% 203
2023
Q1
$4.85K Buy
46
+5
+12% +$527 0.15% 156
2022
Q4
$12.2K Sell
41
-787
-95% -$234K 0.06% 195
2022
Q3
$4.82K Sell
828
-72
-8% -$419 0.16% 119
2022
Q2
$4.57K Sell
900
-250
-22% -$1.27K 0.14% 150
2022
Q1
$11.3K Buy
1,150
+772
+204% +$7.56K 0.32% 74
2021
Q4
$442 Buy
378
+370
+4,625% +$433 0.01% 500
2021
Q3
$52K Hold
8
0.02% 552
2021
Q2
$49K Buy
+8
New +$49K 0.02% 573