Institute for Wealth Management’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 | $436K | Sell |
5,953
-41
| -0.7% | -$3K | 0.05% | 339 |
|
|
2025
Q1 | $380K | Sell |
5,994
-27
| -0.4% | -$1.71K | 0.05% | 353 |
|
|
2024
Q4 | $411K | Sell |
6,021
-99
| -2% | -$6.76K | 0.05% | 327 |
|
|
2024
Q3 | $493K | Sell |
6,120
-46
| -0.7% | -$3.7K | 0.06% | 300 |
|
|
2024
Q2 | $389K | Hold |
6,166
| – | – | 0.05% | 332 |
|
|
2024
Q1 | $358K | Sell |
6,166
-450
| -7% | -$26.2K | 0.05% | 349 |
|
|
2023
Q4 | $380K | Sell |
6,616
-361
| -5% | -$20.7K | 0.06% | 318 |
|
|
2023
Q3 | $385K | Sell |
6,977
-540
| -7% | -$29.8K | 0.07% | 293 |
|
|
2023
Q2 | $374K | Sell |
7,517
-30
| -0.4% | -$1.49K | 0.06% | 310 |
|
|
2023
Q1 | $345K | Sell |
7,547
-32
| -0.4% | -$1.46K | 0.07% | 316 |
|
|
2022
Q4 | $313K | Sell |
7,579
-333
| -4% | -$13.7K | 0.07% | 337 |
|
|
2022
Q3 | $281K | Sell |
7,912
-39
| -0.5% | -$1.39K | 0.06% | 349 |
|
|
2022
Q2 | $284K | Sell |
7,951
-97
| -1% | -$3.47K | 0.06% | 403 |
|
|
2022
Q1 | $369K | Sell |
8,048
-23
| -0.3% | -$1.06K | 0.06% | 358 |
|
|
2021
Q4 | $438K | Sell |
8,071
-38
| -0.5% | -$2.06K | 0.07% | 302 |
|
|
2021
Q3 | $420K | Sell |
8,109
-61
| -0.7% | -$3.16K | 0.07% | 300 |
|
|
2021
Q2 | $397K | Sell |
8,170
-286
| -3% | -$13.9K | 0.07% | 315 |
|
|
2021
Q1 | $357K | Sell |
8,456
-388
| -4% | -$16.4K | 0.07% | 325 |
|
|
2020
Q4 | $334K | Sell |
8,844
-608
| -6% | -$23K | 0.07% | 323 |
|
|
2020
Q3 | $289K | Sell |
9,452
-353
| -4% | -$10.8K | 0.07% | 317 |
|
|
2020
Q2 | $218K | Buy |
+9,805
| New | +$218K | 0.05% | 381 |
|