Proficio Capital Partners’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 | $583K | Buy |
7,961
+345
| +5% | +$25.3K | 0.04% | 224 |
|
|
2025
Q1 | $483K | Buy |
7,616
+418
| +6% | +$26.5K | 0.04% | 219 |
|
|
2024
Q4 | $491K | Buy |
7,198
+2,770
| +63% | +$189K | 0.04% | 193 |
|
|
2024
Q3 | $356K | Sell |
4,428
-2,420
| -35% | -$195K | 0.04% | 198 |
|
|
2024
Q2 | $432K | Buy |
6,848
+158
| +2% | +$9.97K | 0.05% | 190 |
|
|
2024
Q1 | $389K | Buy |
6,690
+71
| +1% | +$4.13K | 0.04% | 206 |
|
|
2023
Q4 | $380K | Buy |
6,619
+116
| +2% | +$6.66K | 0.05% | 177 |
|
|
2023
Q3 | $359K | Buy |
6,503
+79
| +1% | +$4.36K | 0.05% | 182 |
|
|
2023
Q2 | $319K | Sell |
6,424
-985
| -13% | -$49K | 0.04% | 207 |
|
|
2023
Q1 | $339K | Buy |
7,409
+240
| +3% | +$11K | 0.05% | 194 |
|
|
2022
Q4 | $296K | Buy |
+7,169
| New | +$296K | 0.06% | 203 |
|
|
2022
Q2 | – | Sell |
-5,431
| Closed | -$248K | – | 272 |
|
|
2022
Q1 | $248K | Buy |
5,431
+1,492
| +38% | +$68.1K | 0.04% | 238 |
|
|
2021
Q4 | $214K | Buy |
+3,939
| New | +$214K | 0.03% | 279 |
|