Lifeworks 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 | $3.26M | Buy |
44,479
+4,943
| +13% | +$362K | 0.49% | 65 |
|
|
2025
Q1 | $2.51M | Buy |
39,536
+27,801
| +237% | +$1.76M | 0.42% | 66 |
|
|
2024
Q4 | $801K | Sell |
11,735
-15,111
| -56% | -$1.03M | 0.14% | 135 |
|
|
2024
Q3 | $2.16M | Sell |
26,846
-13,321
| -33% | -$1.07M | 0.42% | 71 |
|
|
2024
Q2 | $2.53M | Buy |
+40,167
| New | +$2.53M | 0.71% | 41 |
|