Heritage Wealth 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 | $51.2K | Hold |
700
| – | – | ﹤0.01% | 295 |
|
|
2025
Q1 | $44.4K | Sell |
700
-13
| -2% | -$824 | ﹤0.01% | 308 |
|
|
2024
Q4 | $48.7K | Buy |
713
+1
| +0.1% | +$68 | ﹤0.01% | 309 |
|
|
2024
Q3 | $57.3K | Buy |
712
+12
| +2% | +$966 | ﹤0.01% | 317 |
|
|
2024
Q2 | $44.2K | Sell |
700
-600
| -46% | -$37.8K | ﹤0.01% | 317 |
|
|
2024
Q1 | $75.6K | Hold |
1,300
| – | – | ﹤0.01% | 290 |
|
|
2023
Q4 | $74.7K | Buy |
1,300
+600
| +86% | +$34.5K | ﹤0.01% | 296 |
|
|
2023
Q3 | $38.6K | Hold |
700
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $34.8K | Sell |
700
-25
| -3% | -$1.24K | ﹤0.01% | 360 |
|
|
2023
Q1 | $33.2K | Hold |
725
| – | – | ﹤0.01% | 362 |
|
|
2022
Q4 | $29.9K | Hold |
725
| – | – | ﹤0.01% | 375 |
|
|
2022
Q3 | $25.8K | Hold |
725
| – | – | ﹤0.01% | 357 |
|
|
2022
Q2 | $26K | Hold |
725
| – | – | ﹤0.01% | 395 |
|
|
2022
Q1 | $33K | Hold |
725
| – | – | ﹤0.01% | 356 |
|
|
2021
Q4 | $39K | Hold |
725
| – | – | ﹤0.01% | 348 |
|
|
2021
Q3 | $37.5K | Hold |
725
| – | – | ﹤0.01% | 344 |
|
|
2021
Q2 | $35.2K | Buy |
725
+700
| +2,800% | +$34K | ﹤0.01% | 354 |
|
|
2021
Q1 | $1.06K | Buy |
+25
| New | +$1.06K | ﹤0.01% | 533 |
|