Cherry Tree 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 | $65.6K | Hold |
896
| – | – | 0.02% | 242 |
|
|
2025
Q1 | $56.8K | Hold |
896
| – | – | 0.01% | 250 |
|
|
2024
Q4 | $61.2K | Hold |
896
| – | – | 0.02% | 242 |
|
|
2024
Q3 | $72.1K | Sell |
896
-319
| -26% | -$25.7K | 0.02% | 239 |
|
|
2024
Q2 | $76.6K | Hold |
1,215
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $70.6K | Hold |
1,215
| – | – | 0.02% | 231 |
|
|
2023
Q4 | $69.8K | Hold |
1,215
| – | – | 0.02% | 219 |
|
|
2023
Q3 | $67.1K | Sell |
1,215
-361
| -23% | -$19.9K | 0.02% | 213 |
|
|
2023
Q2 | $78.3K | Buy |
+1,576
| New | +$78.3K | 0.02% | 206 |
|