Holistic Financial Partners’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 | $370K | Sell |
5,061
-25
| -0.5% | -$1.83K | 0.16% | 71 |
|
|
2025
Q1 | $322K | Buy |
5,086
+55
| +1% | +$3.49K | 0.16% | 78 |
|
|
2024
Q4 | $343K | Sell |
5,031
-11
| -0.2% | -$751 | 0.17% | 75 |
|
|
2024
Q3 | $406K | Buy |
5,042
+21
| +0.4% | +$1.69K | 0.2% | 61 |
|
|
2024
Q2 | $317K | Buy |
5,021
+13
| +0.3% | +$820 | 0.16% | 73 |
|
|
2024
Q1 | $291K | Buy |
5,008
+24
| +0.5% | +$1.4K | 0.15% | 85 |
|
|
2023
Q4 | $286K | Buy |
4,984
+32
| +0.6% | +$1.84K | 0.17% | 78 |
|
|
2023
Q3 | $273K | Buy |
+4,952
| New | +$273K | 0.18% | 77 |
|