Relyea Zuckerberg Hanson’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 | $282K | Sell |
3,855
-13
| -0.3% | -$951 | 0.03% | 219 |
|
|
2025
Q1 | $245K | Sell |
3,868
-799
| -17% | -$50.7K | 0.03% | 231 |
|
|
2024
Q4 | $319K | Sell |
4,667
-50
| -1% | -$3.41K | 0.04% | 196 |
|
|
2024
Q3 | $380K | Buy |
4,717
+74
| +2% | +$5.96K | 0.06% | 171 |
|
|
2024
Q2 | $293K | Sell |
4,643
-488
| -10% | -$30.8K | 0.05% | 187 |
|
|
2024
Q1 | $298K | Buy |
5,131
+1,589
| +45% | +$92.4K | 0.05% | 183 |
|
|
2023
Q4 | $203K | Buy |
+3,542
| New | +$203K | 0.04% | 213 |
|