Mendota Financial Group’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,679
| Closed | -$115K | – | 144 |
|
|
2024
Q4 | $115K | Sell |
1,679
-549
| -25% | -$37.5K | 0.07% | 84 |
|
|
2024
Q3 | $179K | Sell |
2,228
-416
| -16% | -$33.5K | 0.09% | 70 |
|
|
2024
Q2 | $167K | Hold |
2,644
| – | – | 0.09% | 72 |
|
|
2024
Q1 | $154K | Sell |
2,644
-120
| -4% | -$6.98K | 0.09% | 79 |
|
|
2023
Q4 | $159K | Buy |
+2,764
| New | +$159K | 0.12% | 90 |
|