IFG 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 | $217K | Buy |
+2,971
| New | +$217K | 0.01% | 698 |
|
|
2025
Q1 | – | Sell |
-5,401
| Closed | -$369K | – | 681 |
|
|
2024
Q4 | $369K | Buy |
+5,401
| New | +$369K | 0.02% | 487 |
|
|
2024
Q3 | – | Sell |
-5,377
| Closed | -$339K | – | 415 |
|
|
2024
Q2 | $339K | Buy |
+5,377
| New | +$339K | 0.02% | 478 |
|
|
2022
Q2 | – | Sell |
-4,896
| Closed | -$224K | – | 472 |
|
|
2022
Q1 | $224K | Buy |
4,896
+120
| +3% | +$5.49K | 0.02% | 453 |
|
|
2021
Q4 | $259K | Sell |
4,776
-121
| -2% | -$6.56K | 0.03% | 426 |
|
|
2021
Q3 | $253K | Sell |
4,897
-234
| -5% | -$12.1K | 0.03% | 420 |
|
|
2021
Q2 | $249K | Sell |
5,131
-3,970
| -44% | -$193K | 0.03% | 416 |
|
|
2021
Q1 | $384K | Sell |
9,101
-627
| -6% | -$26.5K | 0.05% | 348 |
|
|
2020
Q4 | $366K | Sell |
9,728
-605
| -6% | -$22.8K | 0.05% | 317 |
|
|
2020
Q3 | $315K | Sell |
10,333
-238
| -2% | -$7.26K | 0.05% | 315 |
|
|
2020
Q2 | $234K | Buy |
+10,571
| New | +$234K | 0.04% | 348 |
|