New England Capital Financial 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 | $364K | Buy |
4,976
+10
| +0.2% | +$732 | 0.17% | 40 |
|
|
2025
Q1 | $315K | Sell |
4,966
-281
| -5% | -$17.8K | 0.16% | 42 |
|
|
2024
Q4 | $358K | Buy |
5,247
+8
| +0.2% | +$546 | 0.17% | 41 |
|
|
2024
Q3 | $422K | Buy |
5,239
+10
| +0.2% | +$805 | 0.22% | 33 |
|
|
2024
Q2 | $330K | Buy |
5,229
+9
| +0.2% | +$568 | 0.18% | 38 |
|
|
2024
Q1 | $303K | Buy |
5,220
+12
| +0.2% | +$697 | 0.17% | 41 |
|
|
2023
Q4 | $299K | Buy |
5,208
+12
| +0.2% | +$689 | 0.18% | 42 |
|
|
2023
Q3 | $287K | Sell |
5,196
-203
| -4% | -$11.2K | 0.2% | 37 |
|
|
2023
Q2 | $268K | Sell |
5,399
-73
| -1% | -$3.63K | 0.18% | 42 |
|
|
2023
Q1 | $250K | Buy |
5,472
+14
| +0.3% | +$640 | 0.18% | 46 |
|
|
2022
Q4 | $232K | Buy |
+5,458
| New | +$232K | 0.16% | 48 |
|