JFS Wealth 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 | $118K | Sell |
1,617
-304
| -16% | -$22.3K | 0.01% | 348 |
|
|
2025
Q1 | $122K | Sell |
1,921
-209
| -10% | -$13.3K | 0.01% | 351 |
|
|
2024
Q4 | $145K | Hold |
2,130
| – | – | 0.01% | 324 |
|
|
2024
Q3 | $171K | Sell |
2,130
-513
| -19% | -$41.3K | 0.01% | 302 |
|
|
2024
Q2 | $167K | Sell |
2,643
-274
| -9% | -$17.3K | 0.01% | 257 |
|
|
2024
Q1 | $170K | Buy |
2,917
+3
| +0.1% | +$174 | 0.01% | 255 |
|
|
2023
Q4 | $167K | Buy |
2,914
+632
| +28% | +$36.3K | 0.01% | 247 |
|
|
2023
Q3 | $126K | Buy |
2,282
+537
| +31% | +$29.6K | 0.01% | 260 |
|
|
2023
Q2 | $86.8K | Sell |
1,745
-45
| -3% | -$2.24K | 0.01% | 293 |
|
|
2023
Q1 | $81.9K | Buy |
1,790
+10
| +0.6% | +$458 | 0.01% | 304 |
|
|
2022
Q4 | $73.4K | Buy |
1,780
+929
| +109% | +$38.3K | 0.01% | 322 |
|
|
2022
Q3 | $30K | Sell |
851
-789
| -48% | -$27.8K | ﹤0.01% | 476 |
|
|
2022
Q2 | $58K | Sell |
1,640
-169
| -9% | -$5.98K | 0.01% | 367 |
|
|
2022
Q1 | $83K | Buy |
1,809
+71
| +4% | +$3.26K | 0.01% | 326 |
|
|
2021
Q4 | $94K | Buy |
1,738
+94
| +6% | +$5.08K | 0.01% | 316 |
|
|
2021
Q3 | $85K | Sell |
1,644
-10
| -0.6% | -$517 | 0.01% | 338 |
|
|
2021
Q2 | $80K | Buy |
1,654
+367
| +29% | +$17.8K | 0.01% | 237 |
|
|
2021
Q1 | $54K | Sell |
1,287
-51
| -4% | -$2.14K | 0.01% | 242 |
|
|
2020
Q4 | $50K | Sell |
1,338
-389
| -23% | -$14.5K | 0.01% | 246 |
|
|
2020
Q3 | $53K | Sell |
1,727
-80
| -4% | -$2.46K | 0.01% | 229 |
|
|
2020
Q2 | $40K | Buy |
+1,807
| New | +$40K | 0.01% | 248 |
|