Wealthcare Advisory Partners’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 | $478K | Sell |
6,533
-82
| -1% | -$6K | 0.01% | 653 |
|
|
2025
Q1 | $419K | Sell |
6,615
-1,087
| -14% | -$68.9K | 0.01% | 630 |
|
|
2024
Q4 | $526K | Buy |
7,702
+96
| +1% | +$6.55K | 0.01% | 557 |
|
|
2024
Q3 | $612K | Sell |
7,606
-252
| -3% | -$20.3K | 0.02% | 528 |
|
|
2024
Q2 | $496K | Buy |
7,858
+1,011
| +15% | +$63.8K | 0.02% | 540 |
|
|
2024
Q1 | $398K | Buy |
6,847
+1,088
| +19% | +$63.2K | 0.01% | 587 |
|
|
2023
Q4 | $331K | Buy |
5,759
+307
| +6% | +$17.6K | 0.01% | 580 |
|
|
2023
Q3 | $301K | Sell |
5,452
-292
| -5% | -$16.1K | 0.01% | 552 |
|
|
2023
Q2 | $286K | Buy |
5,744
+328
| +6% | +$16.3K | 0.01% | 577 |
|
|
2023
Q1 | $248K | Buy |
5,416
+241
| +5% | +$11K | 0.01% | 637 |
|
|
2022
Q4 | $213K | Buy |
+5,175
| New | +$213K | 0.01% | 640 |
|
|
2022
Q1 | – | Sell |
-3,994
| Closed | -$217K | – | 545 |
|
|
2021
Q4 | $217K | Sell |
3,994
-1,538
| -28% | -$83.6K | 0.01% | 526 |
|
|
2021
Q3 | $286K | Sell |
5,532
-805
| -13% | -$41.6K | 0.02% | 429 |
|
|
2021
Q2 | $308K | Buy |
6,337
+2,754
| +77% | +$134K | 0.02% | 422 |
|
|
2021
Q1 | $151K | Buy |
+3,583
| New | +$151K | 0.01% | 547 |
|