Cetera Trust Company’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 | $36.6K | Hold |
500
| – | – | 0.02% | 232 |
|
|
2025
Q1 | $31.7K | Sell |
500
-100
| -17% | -$6.34K | 0.02% | 238 |
|
|
2024
Q4 | $41K | Sell |
600
-100
| -14% | -$6.83K | 0.03% | 228 |
|
|
2024
Q3 | $56.3K | Hold |
700
| – | – | 0.03% | 230 |
|
|
2024
Q2 | $44.2K | Hold |
700
| – | – | 0.03% | 234 |
|
|
2024
Q1 | $40.7K | Hold |
700
| – | – | 0.02% | 239 |
|
|
2023
Q4 | $40.2K | Buy |
+700
| New | +$40.2K | 0.03% | 236 |
|