EverSource Wealth Advisors’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 | $339K | Sell |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $340K | Buy |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $123K | Buy |
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|
2022
Q4 | $108K | Sell |
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|
2022
Q3 | $101K | Sell |
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|
2022
Q2 | $111K | Buy |
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|
2022
Q1 | $92K | Buy |
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|
2021
Q4 | $28K | Buy |
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