MCF Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $75.5K | Buy |
1,341
+531
| +66% | +$31.4K | ﹤0.01% | 545 |
|
|
2025
Q4 | $42.8K | Buy |
810
+630
| +350% | +$35K | ﹤0.01% | 543 |
|
|
2025
Q3 | $10.7K | Hold |
180
| – | – | ﹤0.01% | 680 |
|
|
2025
Q2 | $13.2K | Hold |
180
| – | – | ﹤0.01% | 609 |
|
|
2025
Q1 | $11.4K | Sell |
180
-24
| -12% | -$1.59K | ﹤0.01% | 628 |
|
|
2024
Q4 | $13.9K | Hold |
204
| – | – | ﹤0.01% | 609 |
|
|
2024
Q3 | $16.4K | Sell |
204
-181
| -47% | -$12.6K | ﹤0.01% | 581 |
|
|
2024
Q2 | $24.3K | Hold |
385
| – | – | ﹤0.01% | 497 |
|
|
2024
Q1 | $22.4K | Buy |
385
+10
| +3% | +$562 | ﹤0.01% | 513 |
|
|
2023
Q4 | $21.6K | Hold |
375
| – | – | ﹤0.01% | 492 |
|
|
2023
Q3 | $20.7K | Sell |
375
-100
| -21% | -$5.5K | ﹤0.01% | 480 |
|
|
2023
Q2 | $23.7K | Hold |
475
| – | – | ﹤0.01% | 455 |
|
|
2023
Q1 | $21.7K | Hold |
475
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $19.7K | Hold |
475
| – | – | ﹤0.01% | 454 |
|
|
2022
Q3 | $17K | Sell |
475
-449
| -49% | -$17.7K | ﹤0.01% | 480 |
|
|
2022
Q2 | $33K | Hold |
924
| – | – | ﹤0.01% | 372 |
|
|
2022
Q1 | $42K | Buy |
+924
| New | +$43.5K | ﹤0.01% | 350 |
|
|
2021
Q4 | – | Sell |
-475
| Closed | -$25K | – | 136 |
|
|
2021
Q3 | $25K | Buy |
475
+19
| +4% | +$1.02K | ﹤0.01% | 384 |
|
|
2021
Q2 | $22K | Hold |
456
| – | – | ﹤0.01% | 376 |
|
|
2021
Q1 | $19K | Hold |
456
| – | – | ﹤0.01% | 368 |
|
|
2020
Q4 | $17K | Hold |
456
| – | – | ﹤0.01% | 349 |
|
|
2020
Q3 | $14K | Sell |
456
-125
| -22% | -$3.54K | ﹤0.01% | 352 |
|
|
2020
Q2 | $13K | Buy |
+581
| New | +$10.8K | ﹤0.01% | 343 |
|
Other funds holding CARR
VCM
VPM
