IFP 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 | $6.77M | Sell |
92,557
-13,656
| -13% | -$999K | 0.19% | 109 |
|
|
2025
Q1 | $6.74M | Buy |
106,213
+9,594
| +10% | +$608K | 0.21% | 101 |
|
|
2024
Q4 | $6.6M | Sell |
96,619
-1,111
| -1% | -$75.9K | 0.22% | 93 |
|
|
2024
Q3 | $7.87M | Buy |
97,730
+3,610
| +4% | +$291K | 0.28% | 72 |
|
|
2024
Q2 | $5.94M | Buy |
94,120
+18,240
| +24% | +$1.15M | 0.24% | 88 |
|
|
2024
Q1 | $4.41M | Buy |
75,880
+486
| +0.6% | +$28.3K | 0.19% | 111 |
|
|
2023
Q4 | $4.33M | Sell |
75,394
-3,310
| -4% | -$190K | 0.2% | 106 |
|
|
2023
Q3 | $4.34M | Buy |
78,704
+11
| +0% | +$607 | 0.2% | 104 |
|
|
2023
Q2 | $3.91M | Sell |
78,693
-10,850
| -12% | -$539K | 0.16% | 124 |
|
|
2023
Q1 | $1.07M | Sell |
89,543
-31,730
| -26% | -$381K | 0.05% | 373 |
|
|
2022
Q4 | $1.62M | Buy |
121,273
+12,801
| +12% | +$171K | 0.04% | 436 |
|
|
2022
Q3 | $1.44M | Buy |
108,472
+2,911
| +3% | +$38.7K | 0.04% | 510 |
|
|
2022
Q2 | $1.41M | Hold |
105,561
| – | – | 0.05% | 471 |
|
|
2022
Q1 | $1.41M | Buy |
105,561
+20,162
| +24% | +$269K | 0.05% | 471 |
|
|
2021
Q4 | $4.67M | Buy |
85,399
+11,746
| +16% | +$642K | 0.09% | 129 |
|
|
2021
Q3 | $3.81M | Sell |
73,653
-19,127
| -21% | -$990K | 0.08% | 157 |
|
|
2021
Q2 | $4.51M | Buy |
92,780
+7,572
| +9% | +$368K | 0.09% | 123 |
|
|
2021
Q1 | $3.6M | Buy |
85,208
+10,510
| +14% | +$444K | 0.07% | 136 |
|
|
2020
Q4 | $2.82M | Buy |
74,698
+17,475
| +31% | +$659K | 0.11% | 155 |
|
|
2020
Q3 | $1.75M | Buy |
57,223
+1,886
| +3% | +$57.7K | 0.1% | 190 |
|
|
2020
Q2 | $1.22M | Buy |
+55,337
| New | +$1.22M | 0.1% | 214 |
|