Northeast Financial Consultants’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 | $313K | Buy |
4,270
+469
| +12% | +$34.3K | 0.01% | 245 |
|
|
2025
Q1 | $241K | Hold |
3,801
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $259K | Hold |
3,801
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $306K | Hold |
3,801
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $240K | Hold |
3,801
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $221K | Hold |
3,801
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $218K | Hold |
3,801
| – | – | 0.01% | 261 |
|
|
2023
Q3 | $210K | Buy |
+3,801
| New | +$210K | 0.01% | 259 |
|
|
2022
Q1 | – | Sell |
-3,901
| Closed | -$212K | – | 390 |
|
|
2021
Q4 | $212K | Hold |
3,901
| – | – | 0.01% | 329 |
|
|
2021
Q3 | $202K | Buy |
+3,901
| New | +$202K | 0.01% | 333 |
|