Foundations Investment Advisors’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 | $528K | Buy |
7,212
+593
| +9% | +$43.4K | 0.01% | 559 |
|
|
2025
Q1 | $420K | Buy |
6,619
+631
| +11% | +$40K | 0.01% | 622 |
|
|
2024
Q4 | $409K | Buy |
5,988
+209
| +4% | +$14.3K | 0.01% | 584 |
|
|
2024
Q3 | $465K | Buy |
5,779
+163
| +3% | +$13.1K | 0.01% | 532 |
|
|
2024
Q2 | $354K | Sell |
5,616
-516
| -8% | -$32.6K | 0.01% | 575 |
|
|
2024
Q1 | $356K | Sell |
6,132
-744
| -11% | -$43.2K | 0.01% | 540 |
|
|
2023
Q4 | $382K | Buy |
6,876
+118
| +2% | +$6.56K | 0.01% | 495 |
|
|
2023
Q3 | $373K | Buy |
6,758
+310
| +5% | +$17.1K | 0.01% | 458 |
|
|
2023
Q2 | $321K | Buy |
6,448
+1,286
| +25% | +$63.9K | 0.01% | 459 |
|
|
2023
Q1 | $236K | Buy |
+5,162
| New | +$236K | 0.01% | 443 |
|