Essex Savings Bank’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$362K Hold
2025
Q2
$443K Sell
2025
Q1
$409K Sell
2024
Q4
$448K Sell
2024
Q3
$532K Buy
2024
Q2
$408K Buy
2024
Q1
$321K Hold
2023
Q4
$321K Hold
2023
Q3
$309K Hold
2023
Q2
$278K Hold
2023
Q1
$256K Sell
2022
Q4
$244K Sell
2022
Q3
$221K Sell
2022
Q2
$237K Hold
2022
Q1
$306K Sell
2021
Q4
$362K Sell
2021
Q3
$398K Buy
2021
Q2
$301K Sell
2021
Q1
$264K Sell
2020
Q4
$293K Sell
2020
Q3
$289K Sell
2020
Q2
$212K Buy