UFA
US Financial Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $265K | Hold |
4,183
| – | – | 0.08% | 87 |
|
|
2024
Q4 | $286K | Hold |
4,183
| – | – | 0.09% | 71 |
|
|
2024
Q3 | $337K | Sell |
4,183
-45
| -1% | -$3.62K | 0.1% | 65 |
|
|
2024
Q2 | $267K | Hold |
4,228
| – | – | 0.09% | 75 |
|
|
2024
Q1 | $246K | Hold |
4,228
| – | – | 0.09% | 70 |
|
|
2023
Q4 | $243K | Hold |
4,228
| – | – | 0.09% | 68 |
|
|
2023
Q3 | $233K | Hold |
4,228
| – | – | 0.1% | 66 |
|
|
2023
Q2 | $210K | Buy |
+4,228
| New | +$210K | 0.09% | 68 |
|
|
2022
Q1 | – | Sell |
-4,228
| Closed | -$229K | – | 75 |
|
|
2021
Q4 | $229K | Hold |
4,228
| – | – | 0.1% | 66 |
|
|
2021
Q3 | $219K | Hold |
4,228
| – | – | 0.11% | 61 |
|
|
2021
Q2 | $205K | Buy |
+4,228
| New | +$205K | 0.1% | 75 |
|