World Equity Group’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,288
Closed -$293K 310
2024
Q4
$293K Buy
4,288
+19
+0.4% +$1.3K 0.06% 270
2024
Q3
$344K Sell
4,269
-902
-17% -$72.6K 0.12% 163
2024
Q2
$326K Buy
5,171
+501
+11% +$31.6K 0.1% 199
2024
Q1
$271K Buy
4,670
+875
+23% +$50.9K 0.06% 257
2023
Q4
$218K Buy
+3,795
New +$218K 0.04% 304
2023
Q2
Sell
-23,886
Closed -$328K 344
2023
Q1
$328K Buy
23,886
+17,230
+259% +$236K 0.05% 357
2022
Q4
$275K Buy
6,656
+1
+0% +$41 0.07% 269
2022
Q3
$237K Buy
6,655
+106
+2% +$3.77K 0.06% 283
2022
Q2
$234K Sell
6,549
-23
-0.3% -$820 0.06% 298
2022
Q1
$301K Buy
+6,572
New +$301K 0.07% 272