N.E.W. Advisory Services’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 | $962K | Sell |
13,138
-281
| -2% | -$20.6K | 0.09% | 75 |
|
|
2025
Q1 | $851K | Buy |
13,419
+282
| +2% | +$17.9K | 0.07% | 92 |
|
|
2024
Q4 | $897K | Sell |
13,137
-169
| -1% | -$11.5K | 0.09% | 83 |
|
|
2024
Q3 | $1.07M | Buy |
13,306
+225
| +2% | +$18.1K | 0.11% | 72 |
|
|
2024
Q2 | $825K | Buy |
13,081
+105
| +0.8% | +$6.62K | 0.09% | 80 |
|
|
2024
Q1 | $754K | Sell |
12,976
-530
| -4% | -$30.8K | 0.08% | 83 |
|
|
2023
Q4 | $776K | Buy |
13,506
+2
| +0% | +$115 | 0.09% | 80 |
|
|
2023
Q3 | $745K | Buy |
13,504
+2
| +0% | +$110 | 0.11% | 79 |
|
|
2023
Q2 | $671K | Buy |
13,502
+103
| +0.8% | +$5.12K | 0.09% | 74 |
|
|
2023
Q1 | $613K | Buy |
13,399
+122
| +0.9% | +$5.58K | 0.09% | 79 |
|
|
2022
Q4 | $548K | Buy |
+13,277
| New | +$548K | 0.09% | 74 |
|