Shelton Capital Management’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $440K | Sell |
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|
2025
Q2 | $6.97M | Sell |
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|
2025
Q1 | $6.4M | Sell |
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|
2024
Q4 | $7.92M | Sell |
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|
2024
Q3 | $9.35M | Buy |
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|
2024
Q2 | $6.38M | Buy |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $408K | Sell |
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|
2021
Q3 | $961K | Sell |
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|
2021
Q2 | $903K | Hold |
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|
2021
Q1 | $785K | Sell |
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|
2020
Q4 | $702K | Hold |
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|
2020
Q3 | $569K | Sell |
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|
2020
Q2 | $416K | Buy |
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