OneDigital Investment 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 | $1.54M | Buy |
21,080
+187
| +0.9% | +$13.7K | 0.02% | 508 |
|
|
2025
Q1 | $1.32M | Buy |
20,893
+867
| +4% | +$55K | 0.02% | 522 |
|
|
2024
Q4 | $1.37M | Sell |
20,026
-311
| -2% | -$21.2K | 0.02% | 533 |
|
|
2024
Q3 | $1.64M | Sell |
20,337
-655
| -3% | -$52.7K | 0.02% | 499 |
|
|
2024
Q2 | $1.32M | Buy |
20,992
+3,542
| +20% | +$223K | 0.02% | 528 |
|
|
2024
Q1 | $1.01M | Sell |
17,450
-832
| -5% | -$48.4K | 0.02% | 504 |
|
|
2023
Q4 | $1.05M | Sell |
18,282
-1,160
| -6% | -$66.6K | 0.02% | 461 |
|
|
2023
Q3 | $1.07M | Sell |
19,442
-125
| -0.6% | -$6.9K | 0.02% | 402 |
|
|
2023
Q2 | $973K | Sell |
19,567
-277
| -1% | -$13.8K | 0.02% | 420 |
|
|
2023
Q1 | $908K | Buy |
19,844
+770
| +4% | +$35.2K | 0.02% | 413 |
|
|
2022
Q4 | $787K | Buy |
19,074
+335
| +2% | +$13.8K | 0.02% | 411 |
|
|
2022
Q3 | $666K | Sell |
18,739
-96
| -0.5% | -$3.41K | 0.02% | 386 |
|
|
2022
Q2 | $672K | Sell |
18,835
-1,674
| -8% | -$59.7K | 0.03% | 347 |
|
|
2022
Q1 | $941K | Buy |
20,509
+3,910
| +24% | +$179K | 0.04% | 289 |
|
|
2021
Q4 | $900K | Sell |
16,599
-205
| -1% | -$11.1K | 0.03% | 297 |
|
|
2021
Q3 | $870K | Buy |
16,804
+353
| +2% | +$18.3K | 0.03% | 296 |
|
|
2021
Q2 | $800K | Buy |
16,451
+795
| +5% | +$38.7K | 0.03% | 295 |
|
|
2021
Q1 | $661K | Sell |
15,656
-627
| -4% | -$26.5K | 0.03% | 317 |
|
|
2020
Q4 | $614K | Sell |
16,283
-23
| -0.1% | -$867 | 0.03% | 310 |
|
|
2020
Q3 | $498K | Sell |
16,306
-853
| -5% | -$26.1K | 0.03% | 304 |
|
|
2020
Q2 | $381K | Buy |
+17,159
| New | +$381K | 0.03% | 368 |
|