BKM Wealth 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 | $251K | Hold |
3,433
| – | – | 0.1% | 142 |
|
|
2025
Q1 | $218K | Hold |
3,433
| – | – | 0.09% | 146 |
|
|
2024
Q4 | $234K | Hold |
3,433
| – | – | 0.1% | 152 |
|
|
2024
Q3 | $276K | Buy |
+3,433
| New | +$276K | 0.11% | 140 |
|
|
2024
Q2 | – | Sell |
-3,433
| Closed | -$200K | – | 151 |
|
|
2024
Q1 | $200K | Sell |
3,433
-100
| -3% | -$5.81K | 0.09% | 156 |
|
|
2023
Q4 | $203K | Buy |
+3,533
| New | +$203K | 0.09% | 151 |
|