LA
Legacy Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,441
| Closed | -$282K | – | 78 |
|
|
2025
Q1 | $282K | Buy |
4,441
+165
| +4% | +$10.5K | 0.03% | 340 |
|
|
2024
Q4 | $292K | Buy |
4,276
+448
| +12% | +$30.6K | 0.03% | 314 |
|
|
2024
Q3 | $308K | Buy |
3,828
+230
| +6% | +$18.5K | 0.03% | 295 |
|
|
2024
Q2 | $227K | Buy |
+3,598
| New | +$227K | 0.03% | 295 |
|