HWAM
Hennion & Walsh Asset Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,340
| Closed | -$212K | – | 923 |
|
|
2025
Q1 | $212K | Sell |
3,340
-19
| -0.6% | -$1.21K | 0.01% | 826 |
|
|
2024
Q4 | $229K | Buy |
3,359
+5
| +0.1% | +$341 | 0.01% | 813 |
|
|
2024
Q3 | $270K | Sell |
3,354
-80
| -2% | -$6.44K | 0.01% | 765 |
|
|
2024
Q2 | $217K | Sell |
3,434
-46
| -1% | -$2.9K | 0.01% | 793 |
|
|
2024
Q1 | $202K | Sell |
3,480
-107
| -3% | -$6.22K | 0.01% | 801 |
|
|
2023
Q4 | $206K | Buy |
+3,587
| New | +$206K | 0.01% | 771 |
|