West Family Investments’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 | – | Sell |
-3,500
| Closed | -$222K | – | 368 |
|
|
2025
Q1 | $222K | Hold |
3,500
| – | – | 0.08% | 223 |
|
|
2024
Q4 | $239K | Sell |
3,500
-44
| -1% | -$3K | 0.08% | 231 |
|
|
2024
Q3 | $285K | Buy |
+3,544
| New | +$285K | 0.1% | 216 |
|
|
2022
Q1 | – | Sell |
-4,033
| Closed | -$219K | – | 296 |
|
|
2021
Q4 | $219K | Sell |
4,033
-474
| -11% | -$25.7K | 0.06% | 278 |
|
|
2021
Q3 | $233K | Buy |
4,507
+226
| +5% | +$11.7K | 0.06% | 272 |
|
|
2021
Q2 | $208K | Buy |
+4,281
| New | +$208K | 0.06% | 314 |
|