Lake Street Advisors Group’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.38M Buy
2024
Q3
$1.61M Sell
2024
Q2
$1.35M Sell
2024
Q1
$1.28M Sell
2023
Q4
$1.27M Sell
2023
Q3
$1.3M Buy
2023
Q2
$1.13M Buy
2023
Q1
$1.03M Buy
2022
Q4
$922K Buy
2022
Q3
$794K Sell
2022
Q2
$800K Buy
2022
Q1
$827K Buy
2021
Q4
$910K Buy
2021
Q3
$863K Buy
2021
Q2
$222K Buy