First Affirmative Financial Network’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 | $248K | Sell |
3,904
-360
| -8% | -$22.8K | 0.15% | 188 |
|
|
2024
Q4 | $291K | Sell |
4,264
-28
| -0.7% | -$1.91K | 0.17% | 158 |
|
|
2024
Q3 | $345K | Sell |
4,292
-124
| -3% | -$9.98K | 0.19% | 145 |
|
|
2024
Q2 | $279K | Buy |
4,416
+102
| +2% | +$6.44K | 0.19% | 164 |
|
|
2024
Q1 | $251K | Buy |
4,314
+254
| +6% | +$14.8K | 0.18% | 182 |
|
|
2023
Q4 | $233K | Buy |
4,060
+352
| +9% | +$20.2K | 0.19% | 185 |
|
|
2023
Q3 | $205K | Buy |
+3,708
| New | +$205K | 0.2% | 175 |
|