Mission Wealth Management’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 | $573K | Sell |
7,834
-226
| -3% | -$16.5K | 0.01% | 422 |
|
|
2025
Q1 | $511K | Buy |
8,060
+186
| +2% | +$11.8K | 0.01% | 416 |
|
|
2024
Q4 | $537K | Sell |
7,874
-668
| -8% | -$45.6K | 0.01% | 395 |
|
|
2024
Q3 | $688K | Buy |
8,542
+60
| +0.7% | +$4.83K | 0.02% | 347 |
|
|
2024
Q2 | $535K | Buy |
8,482
+1,981
| +30% | +$125K | 0.01% | 372 |
|
|
2024
Q1 | $378K | Buy |
6,501
+564
| +9% | +$32.8K | 0.01% | 473 |
|
|
2023
Q4 | $341K | Buy |
5,937
+35
| +0.6% | +$2.01K | 0.01% | 433 |
|
|
2023
Q3 | $326K | Buy |
+5,902
| New | +$326K | 0.01% | 417 |
|