Golden State Wealth Management’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.7K Sell
1,089
-300
-22% -$22K 0.01% 541
2025
Q1
$88.1K Buy
1,389
+474
+52% +$30.1K 0.01% 480
2024
Q4
$62.5K Buy
+915
New +$62.5K 0.01% 538