Operose 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
Q1 | – | Sell |
-42
| Closed | -$2.87K | – | 401 |
|
|
2024
Q4 | $2.87K | Sell |
42
-68
| -62% | -$4.64K | ﹤0.01% | 385 |
|
|
2024
Q3 | $8.85K | Hold |
110
| – | – | ﹤0.01% | 506 |
|
|
2024
Q2 | $6.94K | Hold |
110
| – | – | ﹤0.01% | 479 |
|
|
2024
Q1 | $6.39K | Hold |
110
| – | – | ﹤0.01% | 528 |
|
|
2023
Q4 | $6.32K | Sell |
110
-540
| -83% | -$31K | ﹤0.01% | 510 |
|
|
2023
Q3 | $35.9K | Buy |
650
+200
| +44% | +$11K | 0.01% | 368 |
|
|
2023
Q2 | $22.4K | Hold |
450
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $20.6K | Hold |
450
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $18.6K | Buy |
450
+150
| +50% | +$6.19K | 0.01% | 226 |
|
|
2022
Q3 | $11K | Hold |
300
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $11K | Hold |
300
| – | – | 0.01% | 231 |
|
|
2022
Q1 | $14K | Hold |
300
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $16K | Buy |
+300
| New | +$16K | 0.01% | 223 |
|