True Wealth Design’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 | $4.81K | Buy |
66
+14
| +27% | +$1.02K | ﹤0.01% | 823 |
|
|
2025
Q1 | $3.28K | Buy |
52
+12
| +30% | +$756 | ﹤0.01% | 823 |
|
|
2024
Q4 | $2.71K | Buy |
40
+7
| +21% | +$474 | ﹤0.01% | 665 |
|
|
2024
Q3 | $2.66K | Buy |
33
+4
| +14% | +$322 | ﹤0.01% | 710 |
|
|
2024
Q2 | $1.83K | Sell |
29
-2
| -6% | -$126 | ﹤0.01% | 376 |
|
|
2024
Q1 | $1.8K | Buy |
31
+14
| +82% | +$814 | ﹤0.01% | 359 |
|
|
2023
Q4 | $977 | Hold |
17
| – | – | ﹤0.01% | 360 |
|
|
2023
Q3 | $939 | Sell |
17
-17,856
| -100% | -$986K | ﹤0.01% | 327 |
|
|
2023
Q2 | $888K | Sell |
17,873
-418
| -2% | -$20.8K | 0.32% | 39 |
|
|
2023
Q1 | $837K | Sell |
18,291
-542
| -3% | -$24.8K | 0.35% | 45 |
|
|
2022
Q4 | $777K | Buy |
+18,833
| New | +$777K | 0.36% | 58 |
|