CWA
Clarus Wealth Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
18,475
+4,299
| +30% | +$322K | 0.64% | 47 |
|
|
2025
Q1 | $861K | Buy |
14,176
+1,963
| +16% | +$119K | 0.46% | 55 |
|
|
2024
Q4 | $820K | Buy |
12,213
+2,961
| +32% | +$199K | 0.41% | 59 |
|
|
2024
Q3 | $744K | Sell |
9,252
-1,282
| -12% | -$103K | 0.38% | 54 |
|
|
2024
Q2 | $670K | Sell |
10,534
-344
| -3% | -$21.9K | 0.36% | 58 |
|
|
2024
Q1 | $619K | Buy |
10,878
+1,042
| +11% | +$59.3K | 0.35% | 60 |
|
|
2023
Q4 | $545K | Buy |
+9,836
| New | +$545K | 0.32% | 71 |
|