Quotient Wealth 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
$1.07M Sell
14,655
-449
-3% -$32.9K 0.03% 110
2025
Q1
$958K Buy
15,104
+402
+3% +$25.5K 0.03% 113
2024
Q4
$1M Buy
14,702
+253
+2% +$17.3K 0.03% 100
2024
Q3
$1.16M Sell
14,449
-34
-0.2% -$2.74K 0.04% 96
2024
Q2
$914K Buy
14,483
+146
+1% +$9.21K 0.03% 111
2024
Q1
$833K Sell
14,337
-1,244
-8% -$72.3K 0.03% 124
2023
Q4
$895K Buy
+15,581
New +$895K 0.03% 131