Ironwood Investment Counsel’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 | $286K | Hold |
3,909
| – | – | 0.04% | 213 |
|
2025
Q1 | $248K | Sell |
3,909
-722
| -16% | -$45.8K | 0.04% | 214 |
|
2024
Q4 | $316K | Sell |
4,631
-409
| -8% | -$27.9K | 0.05% | 197 |
|
2024
Q3 | $406K | Sell |
5,040
-267
| -5% | -$21.5K | 0.07% | 186 |
|
2024
Q2 | $335K | Buy |
5,307
+1,563
| +42% | +$98.6K | 0.06% | 200 |
|
2024
Q1 | $218K | Hold |
3,744
| – | – | 0.04% | 240 |
|
2023
Q4 | $215K | Hold |
3,744
| – | – | 0.04% | 239 |
|
2023
Q3 | $207K | Buy |
+3,744
| New | +$207K | 0.04% | 229 |
|