Optimum Investment Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $272K | Hold |
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|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $288K | Hold |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $366K | Hold |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $188K | Hold |
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|
2022
Q3 | $162K | Hold |
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|
2022
Q2 | $162K | Hold |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $266K | Sell |
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|
2021
Q1 | $259K | Hold |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $196K | Buy |
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