First Trust Direct Indexing’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$2.2M Buy
2024
Q2
$1.61M Buy
2024
Q1
$1.25M Buy
2023
Q4
$1.05M Buy
2023
Q3
$831K Buy
2023
Q2
$706K Buy
2023
Q1
$526K Buy
2022
Q4
$417K Buy
2022
Q3
$328K Sell
2022
Q2
$349K Buy
2022
Q1
$365K Buy
2021
Q4
$407K Sell
2021
Q3
$412K Sell
2021
Q2
$616K Buy
2021
Q1
$252K Buy
2020
Q4
$189K Buy