Exencial 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 | $427K | Sell |
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|
2025
Q2 | $542K | Sell |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $646K | Buy |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $415K | Sell |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $391K | Sell |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $235K | Buy |
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