Pacific Capital Wealth 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 |
-778
| Closed | -$53.1K | – | 130 |
|
|
2024
Q4 | $53.1K | Sell |
778
-70
| -8% | -$4.78K | 0.01% | 143 |
|
|
2024
Q3 | $68.3K | Buy |
848
+70
| +9% | +$5.63K | 0.01% | 137 |
|
|
2024
Q2 | $49.1K | Hold |
778
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $45.2K | Hold |
778
| – | – | 0.01% | 142 |
|
|
2023
Q4 | $44.7K | Buy |
+778
| New | +$44.7K | 0.01% | 140 |
|
|
2020
Q4 | – | Sell |
-778
| Closed | -$24K | – | 87 |
|
|
2020
Q3 | $24K | Buy |
+778
| New | +$24K | 0.01% | 138 |
|