GWP
Gateway Wealth Partners’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
8,803
+79
| +0.9% | +$5.78K | 0.12% | 174 |
|
|
2025
Q1 | $553K | Sell |
8,724
-1,603
| -16% | -$102K | 0.12% | 170 |
|
|
2024
Q4 | $705K | Buy |
10,327
+7,118
| +222% | +$486K | 0.18% | 125 |
|
|
2024
Q3 | $258K | Sell |
3,209
-11
| -0.3% | -$885 | 0.07% | 235 |
|
|
2024
Q2 | $203K | Buy |
+3,220
| New | +$203K | 0.06% | 255 |
|
|
2023
Q4 | – | Sell |
-4,792
| Closed | -$265K | – | 233 |
|
|
2023
Q3 | $265K | Sell |
4,792
-385
| -7% | -$21.3K | 0.05% | 209 |
|
|
2023
Q2 | $257K | Buy |
+5,177
| New | +$257K | 0.05% | 200 |
|