Sterling Financial Planning’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 | $368K | Hold |
5,027
| – | – | 0.12% | 78 |
|
|
2025
Q1 | $319K | Hold |
5,027
| – | – | 0.12% | 82 |
|
|
2024
Q4 | $343K | Buy |
5,027
+27
| +0.5% | +$1.84K | 0.13% | 81 |
|
|
2024
Q3 | $402K | Hold |
5,000
| – | – | 0.15% | 82 |
|
|
2024
Q2 | $315K | Hold |
5,000
| – | – | 0.13% | 85 |
|
|
2024
Q1 | $291K | Hold |
5,000
| – | – | 0.12% | 88 |
|
|
2023
Q4 | $287K | Buy |
+5,000
| New | +$287K | 0.12% | 83 |
|