Valued Wealth 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
$3.44K Hold
47
﹤0.01% 329
2025
Q1
$2.98K Sell
47
-1
-2% -$63 ﹤0.01% 372
2024
Q4
$3.29K Sell
48
-12
-20% -$822 ﹤0.01% 355
2024
Q3
$4.83K Buy
60
+13
+28% +$1.05K ﹤0.01% 286
2024
Q2
$2.97K Hold
47
﹤0.01% 331
2024
Q1
$2.74K Buy
47
+12
+34% +$700 ﹤0.01% 316
2023
Q4
$1.93K Buy
+35
New +$1.93K ﹤0.01% 309