Glass Jacobson 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 | $8.19K | Buy |
112
+1
| +0.9% | +$73 | ﹤0.01% | 444 |
|
|
2025
Q1 | $7.58K | Hold |
111
| – | – | ﹤0.01% | 627 |
|
|
2024
Q4 | $7.58K | Hold |
111
| – | – | ﹤0.01% | 627 |
|
|
2024
Q3 | $8.92K | Buy |
111
+1
| +0.9% | +$80 | ﹤0.01% | 578 |
|
|
2024
Q2 | $6.97K | Hold |
110
| – | – | ﹤0.01% | 592 |
|
|
2024
Q1 | $6.4K | Hold |
110
| – | – | ﹤0.01% | 597 |
|
|
2023
Q4 | $6.31K | Buy |
110
+1
| +0.9% | +$57 | ﹤0.01% | 570 |
|
|
2023
Q3 | $6.04K | Sell |
109
-24
| -18% | -$1.33K | ﹤0.01% | 544 |
|
|
2023
Q2 | $6.61K | Buy |
+133
| New | +$6.61K | ﹤0.01% | 547 |
|
|
2022
Q4 | $246K | Buy |
+5,975
| New | +$246K | 0.12% | 183 |
|