Cassady Schiller 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
Q4 | $97.7K | Buy |
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|
2024
Q3 | $113K | Sell |
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|
2024
Q2 | $92.4K | Hold |
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|
2024
Q1 | $85.1K | Sell |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $97.4K | Hold |
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|
2023
Q2 | $87.7K | Buy |
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|
2023
Q1 | $77.7K | Hold |
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|
2022
Q4 | $70.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $93K | Buy |
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