Independent Advisor Alliance’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 | $817K | Sell |
11,161
-322
| -3% | -$23.6K | 0.02% | 454 |
|
|
2025
Q1 | $728K | Buy |
11,483
+564
| +5% | +$35.8K | 0.02% | 435 |
|
|
2024
Q4 | $745K | Buy |
10,919
+4,730
| +76% | +$323K | 0.01% | 814 |
|
|
2024
Q3 | $498K | Sell |
6,189
-1,330
| -18% | -$107K | 0.02% | 462 |
|
|
2024
Q2 | $474K | Buy |
7,519
+1,682
| +29% | +$106K | 0.02% | 479 |
|
|
2024
Q1 | $339K | Sell |
5,837
-102
| -2% | -$5.93K | 0.01% | 540 |
|
|
2023
Q4 | $341K | Sell |
5,939
-1
| -0% | -$57 | 0.01% | 517 |
|
|
2023
Q3 | $328K | Sell |
5,940
-4,739
| -44% | -$262K | 0.01% | 498 |
|
|
2023
Q2 | $531K | Buy |
10,679
+299
| +3% | +$14.9K | 0.02% | 414 |
|
|
2023
Q1 | $475K | Sell |
10,380
-2,801
| -21% | -$128K | 0.02% | 433 |
|
|
2022
Q4 | $544 | Buy |
13,181
+3,885
| +42% | +$160 | ﹤0.01% | 342 |
|
|
2022
Q3 | $331K | Sell |
9,296
-449
| -5% | -$16K | 0.02% | 460 |
|
|
2022
Q2 | $348K | Sell |
9,745
-1,282
| -12% | -$45.8K | 0.02% | 455 |
|
|
2022
Q1 | $506K | Buy |
11,027
+995
| +10% | +$45.7K | 0.02% | 390 |
|
|
2021
Q4 | $544K | Buy |
10,032
+72
| +0.7% | +$3.9K | 0.03% | 375 |
|
|
2021
Q3 | $516K | Buy |
9,960
+732
| +8% | +$37.9K | 0.03% | 371 |
|
|
2021
Q2 | $448K | Sell |
9,228
-178
| -2% | -$8.64K | 0.02% | 416 |
|
|
2021
Q1 | $397K | Sell |
9,406
-33,390
| -78% | -$1.41M | 0.02% | 419 |
|
|
2020
Q4 | $1.61M | Sell |
42,796
-1,180
| -3% | -$44.5K | 0.11% | 149 |
|
|
2020
Q3 | $1.34M | Sell |
43,976
-6,494
| -13% | -$198K | 0.1% | 148 |
|
|
2020
Q2 | $1.12M | Buy |
+50,470
| New | +$1.12M | 0.12% | 136 |
|