FCMC
Founders Capital Management (Connecticut)’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
5,050
| – | – | 0.06% | 67 |
|
|
2025
Q1 | $320K | Hold |
5,050
| – | – | 0.06% | 68 |
|
|
2024
Q4 | $345K | Hold |
5,050
| – | – | 0.06% | 66 |
|
|
2024
Q3 | $406K | Sell |
5,050
-200
| -4% | -$16.1K | 0.07% | 66 |
|
|
2024
Q2 | $331K | Buy |
5,250
+175
| +3% | +$11K | 0.06% | 69 |
|
|
2024
Q1 | $295K | Buy |
5,075
+200
| +4% | +$11.6K | 0.05% | 73 |
|
|
2023
Q4 | $280K | Hold |
4,875
| – | – | 0.06% | 72 |
|
|
2023
Q3 | $269K | Sell |
4,875
-6
| -0.1% | -$331 | 0.06% | 70 |
|
|
2023
Q2 | $243K | Hold |
4,881
| – | – | 0.05% | 72 |
|
|
2023
Q1 | $223K | Hold |
4,881
| – | – | 0.06% | 69 |
|
|
2022
Q4 | $201K | Buy |
+4,881
| New | +$201K | 0.05% | 71 |
|
|
2022
Q2 | – | Sell |
-4,696
| Closed | -$215K | – | 69 |
|
|
2022
Q1 | $215K | Hold |
4,696
| – | – | 0.05% | 68 |
|
|
2021
Q4 | $255K | Sell |
4,696
-45
| -0.9% | -$2.44K | 0.06% | 62 |
|
|
2021
Q3 | $245K | Buy |
4,741
+203
| +4% | +$10.5K | 0.06% | 59 |
|
|
2021
Q2 | $221K | Sell |
4,538
-308
| -6% | -$15K | 0.05% | 69 |
|
|
2021
Q1 | $205K | Sell |
4,846
-58,120
| -92% | -$2.46M | 0.05% | 74 |
|
|
2020
Q4 | $2.38M | Sell |
62,966
-1,126
| -2% | -$42.5K | 0.69% | 33 |
|
|
2020
Q3 | $1.96M | Sell |
64,092
-1,528
| -2% | -$46.7K | 0.62% | 36 |
|
|
2020
Q2 | $1.46M | Buy |
+65,620
| New | +$1.46M | 0.5% | 35 |
|