Intelligent Financial Strategies’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 | $31K | Hold |
423
| – | – | 0.02% | 65 |
|
|
2025
Q1 | $26.8K | Hold |
423
| – | – | 0.01% | 68 |
|
|
2024
Q4 | $29K | Hold |
423
| – | – | 0.02% | 67 |
|
|
2024
Q3 | $34K | Hold |
423
| – | – | 0.02% | 66 |
|
|
2024
Q2 | $26.8K | Hold |
423
| – | – | 0.02% | 69 |
|
|
2024
Q1 | $24.6K | Hold |
423
| – | – | 0.02% | 78 |
|
|
2023
Q4 | $24.4K | Hold |
423
| – | – | 0.02% | 71 |
|
|
2023
Q3 | $23.4K | Sell |
423
-74
| -15% | -$4.09K | 0.02% | 79 |
|
|
2023
Q2 | $24.8K | Hold |
497
| – | – | 0.02% | 77 |
|
|
2023
Q1 | $22.7K | Hold |
497
| – | – | 0.02% | 80 |
|
|
2022
Q4 | $20.6K | Hold |
497
| – | – | 0.02% | 86 |
|
|
2022
Q3 | $18K | Hold |
497
| – | – | 0.02% | 83 |
|
|
2022
Q2 | $18K | Hold |
497
| – | – | 0.02% | 89 |
|
|
2022
Q1 | $23K | Hold |
497
| – | – | 0.02% | 92 |
|
|
2021
Q4 | $27K | Buy |
+497
| New | +$27K | 0.02% | 89 |
|