GoalVest Advisory’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 | – | Sell |
-3
| Closed | -$190 | – | 382 |
|
|
2025
Q1 | $190 | Buy |
+3
| New | +$190 | ﹤0.01% | 458 |
|
|
2024
Q2 | – | Sell |
-183
| Closed | -$10.6K | – | 330 |
|
|
2024
Q1 | $10.6K | Buy |
+183
| New | +$10.6K | ﹤0.01% | 311 |
|
|
2022
Q2 | – | Sell |
-8
| Closed | – | – | 337 |
|
|
2022
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 390 |
|
|
2021
Q1 | – | Sell |
-145
| Closed | -$5K | – | 179 |
|
|
2020
Q4 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 182 |
|