Gratus Capital’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$296K Buy
4,694
+270
+6% +$17K 0.01% 304
2024
Q1
$257K Hold
4,424
0.01% 280
2023
Q4
$254K Sell
4,424
-140
-3% -$8.04K 0.01% 227
2023
Q3
$252K Hold
4,564
0.02% 218
2023
Q2
$227K Sell
4,564
-545
-11% -$27.1K 0.02% 211
2023
Q1
$234K Buy
5,109
+84
+2% +$3.84K 0.02% 195
2022
Q4
$207K Buy
+5,025
New +$207K 0.02% 206