JNBA Financial Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $52K | Hold |
923
| – | – | ﹤0.01% | 304 |
|
|
2025
Q4 | $48.8K | Hold |
923
| – | – | ﹤0.01% | 314 |
|
|
2025
Q3 | $55.1K | Hold |
923
| – | – | 0.01% | 295 |
|
|
2025
Q2 | $67.6K | Sell |
923
-100
| -10% | -$6.79K | 0.01% | 267 |
|
|
2025
Q1 | $64.9K | Sell |
1,023
-48
| -4% | -$3.19K | 0.01% | 254 |
|
|
2024
Q4 | $73.1K | Sell |
1,071
-33
| -3% | -$2.49K | 0.01% | 249 |
|
|
2024
Q3 | $88.9K | Sell |
1,104
-81
| -7% | -$5.64K | 0.01% | 234 |
|
|
2024
Q2 | $74.8K | Hold |
1,185
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $68.9K | Hold |
1,185
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $68.1K | Sell |
1,185
-16
| -1% | -$847 | 0.01% | 258 |
|
|
2023
Q3 | $66.3K | Sell |
1,201
-45
| -4% | -$2.48K | 0.01% | 254 |
|
|
2023
Q2 | $61.9K | Buy |
1,246
+552
| +80% | +$24.3K | 0.01% | 266 |
|
|
2023
Q1 | $31.8K | Hold |
694
| – | – | ﹤0.01% | 338 |
|
|
2022
Q4 | $28.6K | Sell |
694
-215
| -24% | -$8.72K | ﹤0.01% | 334 |
|
|
2022
Q3 | $32K | Buy |
909
+117
| +15% | +$4.61K | ﹤0.01% | 319 |
|
|
2022
Q2 | $28K | Hold |
792
| – | – | ﹤0.01% | 347 |
|
|
2022
Q1 | $36K | Hold |
792
| – | – | ﹤0.01% | 326 |
|
|
2021
Q4 | $43K | Buy |
792
+16
| +2% | +$864 | 0.01% | 323 |
|
|
2021
Q3 | $40K | Hold |
776
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $38K | Buy |
776
+25
| +3% | +$1.12K | 0.01% | 318 |
|
|
2021
Q1 | $32K | Hold |
751
| – | – | ﹤0.01% | 330 |
|
|
2020
Q4 | $28K | Sell |
751
-139
| -16% | -$5.03K | ﹤0.01% | 325 |
|
|
2020
Q3 | $27K | Sell |
890
-130
| -13% | -$3.68K | 0.01% | 299 |
|
|
2020
Q2 | $23K | Buy |
+1,020
| New | +$19K | ﹤0.01% | 312 |
|
Other funds holding CARR
VCM
VPM
