Salem Investment Counselors’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
$1.26M Buy
17,158
+273
+2% +$20K 0.04% 181
2025
Q1
$1.07M Sell
16,885
-3,605
-18% -$229K 0.04% 181
2024
Q4
$1.4M Sell
20,490
-1
-0% -$68 0.05% 173
2024
Q3
$1.65M Buy
20,491
+73
+0.4% +$5.88K 0.05% 169
2024
Q2
$1.29M Sell
20,418
-714
-3% -$45.2K 0.04% 179
2024
Q1
$1.23M Sell
21,132
-470
-2% -$27.3K 0.04% 183
2023
Q4
$1.25M Sell
21,602
-658
-3% -$37.9K 0.04% 170
2023
Q3
$1.23M Sell
22,260
-180
-0.8% -$9.94K 0.05% 161
2023
Q2
$1.12M Sell
22,440
-526
-2% -$26.2K 0.04% 164
2023
Q1
$1.05M Buy
22,966
+7,971
+53% +$365K 0.04% 171
2022
Q4
$621K Sell
14,995
-943
-6% -$39.1K 0.03% 224
2022
Q3
$567K Sell
15,938
-1,211
-7% -$43.1K 0.03% 219
2022
Q2
$614K Sell
17,149
-2,482
-13% -$88.9K 0.03% 221
2022
Q1
$900K Sell
19,631
-786
-4% -$36K 0.04% 199
2021
Q4
$1.11M Sell
20,417
-4,460
-18% -$242K 0.04% 178
2021
Q3
$1.29M Sell
24,877
-590
-2% -$30.5K 0.07% 161
2021
Q2
$1.24M Sell
25,467
-750
-3% -$36.5K 0.07% 160
2021
Q1
$1.11M Sell
26,217
-3,093
-11% -$131K 0.07% 159
2020
Q4
$1.11M Sell
29,310
-663
-2% -$25K 0.07% 148
2020
Q3
$915K Sell
29,973
-44,826
-60% -$1.37M 0.07% 148
2020
Q2
$1.66M Buy
+74,799
New +$1.66M 0.14% 111