Westside Investment Management’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 | $36.1K | Buy |
487
+387
| +387% | +$28.7K | 0.01% | 518 |
|
|
2025
Q1 | $6.34K | Hold |
100
| – | – | ﹤0.01% | 745 |
|
|
2024
Q4 | $6.83K | Hold |
100
| – | – | ﹤0.01% | 737 |
|
|
2024
Q3 | $8.05K | Hold |
100
| – | – | ﹤0.01% | 717 |
|
|
2024
Q2 | $6.31K | Hold |
100
| – | – | ﹤0.01% | 726 |
|
|
2024
Q1 | $5.81K | Sell |
100
-200
| -67% | -$11.6K | ﹤0.01% | 707 |
|
|
2023
Q4 | $17.2K | Hold |
300
| – | – | ﹤0.01% | 517 |
|
|
2023
Q3 | $16.6K | Hold |
300
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $14.9K | Sell |
300
-52
| -15% | -$2.59K | ﹤0.01% | 525 |
|
|
2023
Q1 | $16.1K | Hold |
352
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $14 | Hold |
352
| – | – | ﹤0.01% | 563 |
|
|
2022
Q3 | $12 | Hold |
352
| – | – | ﹤0.01% | 571 |
|
|
2022
Q2 | $12 | Buy |
352
+1
| +0.3% | – | ﹤0.01% | 571 |
|
|
2022
Q1 | $16 | Hold |
351
| – | – | ﹤0.01% | 546 |
|
|
2021
Q4 | $19 | Hold |
351
| – | – | ﹤0.01% | 506 |
|
|
2021
Q3 | $18 | Hold |
351
| – | – | ﹤0.01% | 496 |
|
|
2021
Q2 | $17 | Hold |
351
| – | – | ﹤0.01% | 499 |
|
|
2021
Q1 | $14 | Sell |
351
-446
| -56% | -$18 | ﹤0.01% | 506 |
|
|
2020
Q4 | $30 | Hold |
797
| – | – | ﹤0.01% | 384 |
|
|
2020
Q3 | $24 | Hold |
797
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $17 | Buy |
+797
| New | +$17 | ﹤0.01% | 420 |
|