Kovack 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 | $215K | Buy |
+2,935
| New | +$215K | 0.02% | 543 |
|
|
2024
Q4 | – | Sell |
-2,852
| Closed | -$230K | – | 617 |
|
|
2024
Q3 | $230K | Buy |
+2,852
| New | +$230K | 0.02% | 510 |
|
|
2024
Q1 | – | Sell |
-7,162
| Closed | -$411K | – | 494 |
|
|
2023
Q4 | $411K | Buy |
7,162
+1,629
| +29% | +$93.6K | 0.05% | 347 |
|
|
2023
Q3 | $305K | Buy |
5,533
+287
| +5% | +$15.8K | 0.04% | 383 |
|
|
2023
Q2 | $261K | Sell |
5,246
-624
| -11% | -$31K | 0.03% | 447 |
|
|
2023
Q1 | $269K | Sell |
5,870
-139
| -2% | -$6.36K | 0.04% | 437 |
|
|
2022
Q4 | $248K | Sell |
6,009
-466
| -7% | -$19.2K | 0.04% | 455 |
|
|
2022
Q3 | $230K | Sell |
6,475
-1,273
| -16% | -$45.2K | 0.03% | 480 |
|
|
2022
Q2 | $276K | Buy |
7,748
+12
| +0.2% | +$427 | 0.04% | 473 |
|
|
2022
Q1 | $354K | Sell |
7,736
-2,137
| -22% | -$97.8K | 0.04% | 476 |
|
|
2021
Q4 | $536K | Buy |
9,873
+2,631
| +36% | +$143K | 0.05% | 367 |
|
|
2021
Q3 | $375K | Sell |
7,242
-67
| -0.9% | -$3.47K | 0.04% | 448 |
|
|
2021
Q2 | $355K | Buy |
7,309
+491
| +7% | +$23.8K | 0.04% | 448 |
|
|
2021
Q1 | $288K | Buy |
6,818
+207
| +3% | +$8.74K | 0.04% | 474 |
|
|
2020
Q4 | $249K | Buy |
+6,611
| New | +$249K | 0.04% | 463 |
|