B. Riley Wealth Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $249K | Sell |
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|
2025
Q2 | $492K | Buy |
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|
2024
Q4 | $792K | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $911K | Sell |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $768K | Sell |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $750K | Sell |
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|
2023
Q1 | $891K | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $834K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $852K | Sell |
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|
2020
Q3 | $632K | Buy |
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|
2020
Q2 | $397K | Buy |
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