Iron Gate Global 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 | – | Sell |
-13,407
| Closed | -$850K | – | 86 |
|
|
2025
Q1 | $850K | Sell |
13,407
-94
| -0.7% | -$5.96K | 0.12% | 43 |
|
|
2024
Q4 | $927K | Buy |
+13,501
| New | +$927K | 0.13% | 44 |
|
|
2024
Q3 | – | Sell |
-13,701
| Closed | -$854K | – | 91 |
|
|
2024
Q2 | $854K | Sell |
13,701
-20
| -0.1% | -$1.25K | 0.14% | 41 |
|
|
2024
Q1 | $798K | Buy |
13,721
+11
| +0.1% | +$640 | 0.14% | 45 |
|
|
2023
Q4 | $788K | Sell |
13,710
-22
| -0.2% | -$1.26K | 0.16% | 43 |
|
|
2023
Q3 | $752K | Hold |
13,732
| – | – | 0.17% | 43 |
|
|
2023
Q2 | $687K | Sell |
13,732
-17
| -0.1% | -$850 | 0.15% | 45 |
|
|
2023
Q1 | $629K | Sell |
13,749
-27
| -0.2% | -$1.24K | 0.16% | 45 |
|
|
2022
Q4 | $634K | Sell |
13,776
-209
| -1% | -$9.62K | 0.17% | 44 |
|
|
2022
Q3 | $499K | Hold |
13,985
| – | – | 0.14% | 46 |
|
|
2022
Q2 | $498K | Hold |
13,985
| – | – | 0.14% | 46 |
|
|
2022
Q1 | $641K | Sell |
13,985
-116
| -0.8% | -$5.32K | 0.15% | 45 |
|
|
2021
Q4 | $757K | Sell |
14,101
-100
| -0.7% | -$5.37K | 0.18% | 43 |
|
|
2021
Q3 | $732K | Sell |
14,201
-185
| -1% | -$9.54K | 0.2% | 43 |
|
|
2021
Q2 | $699K | Sell |
14,386
-453
| -3% | -$22K | 0.2% | 45 |
|
|
2021
Q1 | $626K | Sell |
14,839
-551
| -4% | -$23.2K | 0.2% | 45 |
|
|
2020
Q4 | $580K | Sell |
15,390
-307
| -2% | -$11.6K | 0.21% | 46 |
|
|
2020
Q3 | $482K | Buy |
15,697
+472
| +3% | +$14.5K | 0.2% | 51 |
|
|
2020
Q2 | $346K | Buy |
+15,225
| New | +$346K | 0.17% | 56 |
|