9258 Wealth Management’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $457K | Buy |
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|
2024
Q2 | $358K | Buy |
|
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|
2024
Q1 | $330K | Hold |
|
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|
2023
Q4 | $326K | Sell |
|
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|
2023
Q3 | $338K | Buy |
|
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|
2023
Q2 | $304K | Buy |
|
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|
2023
Q1 | $259K | Hold |
|
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|
2022
Q4 | $234K | Sell |
|
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|
2022
Q3 | $208K | Buy |
|
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|
2022
Q2 | $209K | Sell |
|
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|
2022
Q1 | $280K | Sell |
|
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|
2021
Q4 | $333K | Sell |
|
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|
2021
Q3 | $319K | Buy |
|
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|
2021
Q2 | $300K | Sell |
|
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|
2021
Q1 | $290K | Sell |
|
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $213K | Buy |
|