PDS Planning’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 | $319K | Buy |
4,353
+623
| +17% | +$45.6K | 0.02% | 337 |
|
|
2025
Q1 | $236K | Buy |
3,730
+571
| +18% | +$36.2K | 0.02% | 387 |
|
|
2024
Q4 | $216K | Buy |
3,159
+17
| +0.5% | +$1.16K | 0.02% | 384 |
|
|
2024
Q3 | $253K | Buy |
+3,142
| New | +$253K | 0.02% | 345 |
|
|
2024
Q2 | – | Sell |
-3,954
| Closed | -$230K | – | 400 |
|
|
2024
Q1 | $230K | Buy |
3,954
+299
| +8% | +$17.4K | 0.02% | 327 |
|
|
2023
Q4 | $210K | Sell |
3,655
-57
| -2% | -$3.28K | 0.02% | 326 |
|
|
2023
Q3 | $205K | Buy |
+3,712
| New | +$205K | 0.03% | 297 |
|