MSH Capital 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 | $293K | Hold |
4,000
| – | – | 0.08% | 194 |
|
|
2025
Q1 | $254K | Sell |
4,000
-50
| -1% | -$3.17K | 0.08% | 202 |
|
|
2024
Q4 | $276K | Sell |
4,050
-400
| -9% | -$27.3K | 0.09% | 191 |
|
|
2024
Q3 | $358K | Sell |
4,450
-100
| -2% | -$8.05K | 0.11% | 174 |
|
|
2024
Q2 | $287K | Sell |
4,550
-222
| -5% | -$14K | 0.1% | 189 |
|
|
2024
Q1 | $277K | Sell |
4,772
-458
| -9% | -$26.6K | 0.1% | 181 |
|
|
2023
Q4 | $300K | Hold |
5,230
| – | – | 0.11% | 162 |
|
|
2023
Q3 | $289K | Hold |
5,230
| – | – | 0.11% | 172 |
|
|
2023
Q2 | $260K | Buy |
+5,230
| New | +$260K | 0.1% | 185 |
|