Mayflower 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 | $256K | Sell |
3,504
-68
| -2% | -$4.98K | 0.04% | 341 |
|
|
2025
Q1 | $226K | Buy |
3,572
+114
| +3% | +$7.23K | 0.03% | 358 |
|
|
2024
Q4 | $236K | Buy |
3,458
+20
| +0.6% | +$1.37K | 0.04% | 342 |
|
|
2024
Q3 | $277K | Sell |
3,438
-209
| -6% | -$16.8K | 0.04% | 302 |
|
|
2024
Q2 | $230K | Sell |
3,647
-177
| -5% | -$11.2K | 0.04% | 319 |
|
|
2024
Q1 | $222K | Sell |
3,824
-58
| -1% | -$3.37K | 0.04% | 327 |
|
|
2023
Q4 | $223K | Sell |
3,882
-98
| -2% | -$5.63K | 0.03% | 311 |
|
|
2023
Q3 | $220K | Buy |
+3,980
| New | +$220K | 0.03% | 303 |
|
|
2023
Q2 | – | Sell |
-13,948
| Closed | -$638K | – | 359 |
|
|
2023
Q1 | $638K | Sell |
13,948
-1,081
| -7% | -$49.5K | 0.08% | 173 |
|
|
2022
Q4 | $620K | Buy |
15,029
+1,718
| +13% | +$70.9K | 0.09% | 165 |
|
|
2022
Q3 | $473K | Buy |
13,311
+1,634
| +14% | +$58.1K | 0.08% | 194 |
|
|
2022
Q2 | $416K | Buy |
11,677
+1,568
| +16% | +$55.9K | 0.06% | 210 |
|
|
2022
Q1 | $464K | Buy |
10,109
+1,575
| +18% | +$72.3K | 0.06% | 208 |
|
|
2021
Q4 | $463K | Buy |
8,534
+294
| +4% | +$16K | 0.06% | 199 |
|
|
2021
Q3 | $445K | Sell |
8,240
-48
| -0.6% | -$2.59K | 0.06% | 205 |
|
|
2021
Q2 | $403K | Buy |
+8,288
| New | +$403K | 0.06% | 206 |
|