McClarren 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 | – | Sell |
-436
| Closed | -$27K | – | 117 |
|
|
2025
Q1 | $27K | Hold |
436
| – | – | 0.02% | 174 |
|
|
2024
Q4 | $29K | Hold |
436
| – | – | 0.08% | 109 |
|
|
2024
Q3 | $35 | Buy |
436
+310
| +246% | +$25 | ﹤0.01% | 135 |
|
|
2024
Q2 | $27K | Sell |
126
-310
| -71% | -$66.4K | 0.02% | 188 |
|
|
2024
Q1 | $26K | Buy |
436
+1
| +0.2% | +$60 | 0.02% | 188 |
|
|
2023
Q4 | $25K | Buy |
435
+202
| +87% | +$11.6K | 0.02% | 209 |
|
|
2023
Q3 | $12K | Hold |
233
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $11K | Sell |
233
-7
| -3% | -$330 | 0.01% | 252 |
|
|
2023
Q1 | $10K | Buy |
240
+1
| +0.4% | +$42 | 0.01% | 239 |
|
|
2022
Q4 | $9K | Buy |
239
+1
| +0.4% | +$38 | 0.01% | 249 |
|
|
2022
Q3 | $8K | Buy |
+238
| New | +$8K | 0.01% | 238 |
|
|
2022
Q2 | – | Sell |
-315
| Closed | -$14K | – | 61 |
|
|
2022
Q1 | $14K | Hold |
315
| – | – | 0.01% | 192 |
|
|
2021
Q4 | $18K | Buy |
315
+1
| +0.3% | +$57 | 0.01% | 197 |
|
|
2021
Q3 | $16K | Buy |
314
+1
| +0.3% | +$51 | 0.01% | 180 |
|
|
2021
Q2 | $15K | Hold |
313
| – | – | 0.01% | 195 |
|
|
2021
Q1 | $13K | Buy |
+313
| New | +$13K | 0.01% | 182 |
|