Rehmann Capital Advisory Group’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 | $884K | Buy |
12,083
+150
| +1% | +$11K | 0.05% | 236 |
|
2025
Q1 | $757K | Buy |
11,933
+444
| +4% | +$28.2K | 0.05% | 270 |
|
2024
Q4 | $784K | Buy |
11,489
+7,174
| +166% | +$490K | 0.05% | 251 |
|
2024
Q3 | $347K | Sell |
4,315
-13
| -0.3% | -$1.05K | 0.02% | 426 |
|
2024
Q2 | $273K | Sell |
4,328
-72
| -2% | -$4.54K | 0.02% | 473 |
|
2024
Q1 | $256K | Buy |
+4,400
| New | +$256K | 0.02% | 492 |
|