HAG
HighPoint Advisor Group’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
27,922
+938
| +3% | +$68.7K | 0.11% | 151 |
|
|
2025
Q1 | $1.64M | Sell |
26,984
-142
| -0.5% | -$8.64K | 0.1% | 168 |
|
|
2024
Q4 | $1.77M | Sell |
27,126
-2,328
| -8% | -$152K | 0.1% | 167 |
|
|
2024
Q3 | $2.14M | Buy |
29,454
+627
| +2% | +$45.5K | 0.12% | 139 |
|
|
2024
Q2 | $1.94M | Sell |
28,827
-392
| -1% | -$26.4K | 0.12% | 139 |
|
|
2024
Q1 | $1.88M | Buy |
29,219
+616
| +2% | +$39.6K | 0.13% | 129 |
|
|
2023
Q4 | $1.64M | Buy |
+28,603
| New | +$1.64M | 0.12% | 140 |
|
|
2022
Q2 | $1.28M | Buy |
+35,341
| New | +$1.28M | 0.14% | 116 |
|
|
2021
Q3 | $1.13M | Buy |
21,803
+5,403
| +33% | +$280K | 0.11% | 147 |
|
|
2021
Q2 | $797K | Buy |
16,400
+1,037
| +7% | +$50.4K | 0.08% | 209 |
|
|
2021
Q1 | $657K | Sell |
15,363
-246
| -2% | -$10.5K | 0.08% | 217 |
|
|
2020
Q4 | $581K | Buy |
15,609
+3,335
| +27% | +$124K | 0.07% | 222 |
|
|
2020
Q3 | $469K | Sell |
12,274
-973
| -7% | -$37.2K | 0.08% | 199 |
|
|
2020
Q2 | $300K | Buy |
13,247
+1,122
| +9% | +$25.4K | 0.06% | 243 |
|
|
2020
Q1 | $197K | Buy |
+12,125
| New | +$197K | 0.05% | 302 |
|