Robinson Smith Wealth Advisors’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 | $465K | Hold |
6,349
| – | – | 0.37% | 48 |
|
|
2025
Q1 | $403K | Hold |
6,349
| – | – | 0.34% | 55 |
|
|
2024
Q4 | $433K | Sell |
6,349
-260
| -4% | -$17.7K | 0.37% | 49 |
|
|
2024
Q3 | $532K | Sell |
6,609
-4
| -0.1% | -$322 | 0.45% | 46 |
|
|
2024
Q2 | $417K | Buy |
6,613
+4
| +0.1% | +$252 | 0.37% | 54 |
|
|
2024
Q1 | $384K | Sell |
6,609
-4
| -0.1% | -$233 | 0.37% | 54 |
|
|
2023
Q4 | $380K | Buy |
+6,613
| New | +$380K | 0.37% | 54 |
|