Legend Financial 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 | $18.3K | Buy |
+250
| New | +$18.3K | 0.01% | 90 |
|
|
2025
Q1 | – | Sell |
-500
| Closed | -$34.1K | – | 65 |
|
|
2024
Q4 | $34.1K | Hold |
500
| – | – | 0.02% | 62 |
|
|
2024
Q3 | $40.2K | Hold |
500
| – | – | 0.03% | 52 |
|
|
2024
Q2 | $31.5K | Hold |
500
| – | – | 0.02% | 77 |
|
|
2024
Q1 | $29.1K | Hold |
500
| – | – | 0.02% | 74 |
|
|
2023
Q4 | $28.7K | Hold |
500
| – | – | 0.02% | 72 |
|
|
2023
Q3 | $27.6K | Hold |
500
| – | – | 0.02% | 84 |
|
|
2023
Q2 | $24.9K | Hold |
500
| – | – | 0.02% | 89 |
|
|
2023
Q1 | $22.9K | Sell |
500
-69
| -12% | -$3.16K | 0.02% | 95 |
|
|
2022
Q4 | $23.5K | Hold |
569
| – | – | 0.02% | 105 |
|
|
2022
Q3 | $20.2K | Buy |
+569
| New | +$20.2K | 0.02% | 100 |
|
|
2022
Q2 | – | Sell |
-19,809
| Closed | -$1.03M | – | 35 |
|
|
2022
Q1 | $1.03M | Buy |
19,809
+469
| +2% | +$24.3K | 0.65% | 19 |
|
|
2021
Q4 | $1.05M | Sell |
19,340
-469
| -2% | -$25.4K | 0.73% | 22 |
|
|
2021
Q3 | $1.03M | Buy |
+19,809
| New | +$1.03M | 0.65% | 19 |
|