Tanglewood Legacy 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 | $24.5K | Hold |
335
| – | – | 0.01% | 211 |
|
|
2025
Q1 | $21.2K | Hold |
335
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $22.9K | Hold |
335
| – | – | 0.01% | 217 |
|
|
2024
Q3 | $27K | Hold |
335
| – | – | 0.01% | 195 |
|
|
2024
Q2 | $21.1K | Hold |
335
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $19.5K | Hold |
335
| – | – | 0.01% | 223 |
|
|
2023
Q4 | $19.2K | Hold |
335
| – | – | 0.01% | 215 |
|
|
2023
Q3 | $18.5K | Hold |
335
| – | – | 0.01% | 216 |
|
|
2023
Q2 | $16.7K | Hold |
335
| – | – | 0.01% | 228 |
|
|
2023
Q1 | $15.3K | Hold |
335
| – | – | 0.01% | 219 |
|
|
2022
Q4 | $13.8K | Buy |
+335
| New | +$13.8K | 0.01% | 199 |
|