AEPWM
Atlantic Edge Private Wealth Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
2,933
-150
| -5% | -$11K | 0.06% | 128 |
|
|
2025
Q1 | $195K | Hold |
3,083
| – | – | 0.06% | 126 |
|
|
2024
Q4 | $210K | Hold |
3,083
| – | – | 0.07% | 123 |
|
|
2024
Q3 | $248K | Hold |
3,083
| – | – | 0.08% | 121 |
|
|
2024
Q2 | $194K | Hold |
3,083
| – | – | 0.07% | 129 |
|
|
2024
Q1 | $179K | Hold |
3,083
| – | – | 0.06% | 130 |
|
|
2023
Q4 | $177K | Buy |
+3,083
| New | +$177K | 0.07% | 128 |
|