TD Private Client Wealth’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 | $1.68M | Buy |
22,938
+1,226
| +6% | +$89.7K | 0.04% | 269 |
|
|
2025
Q1 | $1.38M | Buy |
21,712
+8,158
| +60% | +$517K | 0.04% | 287 |
|
|
2024
Q4 | $925K | Buy |
13,554
+4,958
| +58% | +$338K | 0.03% | 366 |
|
|
2024
Q3 | $692K | Sell |
8,596
-111
| -1% | -$8.93K | 0.02% | 420 |
|
|
2024
Q2 | $549K | Buy |
8,707
+275
| +3% | +$17.3K | 0.02% | 424 |
|
|
2024
Q1 | $490K | Sell |
8,432
-209
| -2% | -$12.1K | 0.02% | 451 |
|
|
2023
Q4 | $496K | Sell |
8,641
-135
| -2% | -$7.76K | 0.02% | 439 |
|
|
2023
Q3 | $484K | Sell |
8,776
-52
| -0.6% | -$2.87K | 0.02% | 415 |
|
|
2023
Q2 | $439K | Buy |
8,828
+1,377
| +18% | +$68.5K | 0.02% | 457 |
|
|
2023
Q1 | $341K | Buy |
7,451
+4,723
| +173% | +$216K | 0.02% | 476 |
|
|
2022
Q4 | $113K | Sell |
2,728
-106
| -4% | -$4.37K | 0.01% | 614 |
|
|
2022
Q3 | $101K | Buy |
2,834
+9
| +0.3% | +$320 | 0.01% | 614 |
|
|
2022
Q2 | $101K | Sell |
2,825
-134
| -5% | -$4.78K | ﹤0.01% | 611 |
|
|
2022
Q1 | $136K | Buy |
2,959
+108
| +4% | +$4.95K | 0.01% | 598 |
|
|
2021
Q4 | $155K | Sell |
2,851
-631
| -18% | -$34.2K | 0.01% | 581 |
|
|
2021
Q3 | $180K | Buy |
3,482
+37
| +1% | +$1.92K | 0.01% | 549 |
|
|
2021
Q2 | $167K | Buy |
3,445
+117
| +4% | +$5.69K | 0.01% | 546 |
|
|
2021
Q1 | $141K | Buy |
3,328
+202
| +6% | +$8.53K | 0.01% | 552 |
|
|
2020
Q4 | $118K | Sell |
3,126
-85
| -3% | -$3.21K | 0.01% | 535 |
|
|
2020
Q3 | $98.1K | Sell |
3,211
-11,455
| -78% | -$350K | 0.01% | 532 |
|
|
2020
Q2 | $326K | Buy |
+14,666
| New | +$326K | 0.02% | 399 |
|