Heritage 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 | $41.8K | Hold |
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|
2025
Q2 | $51.2K | Hold |
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|
2025
Q1 | $44.4K | Sell |
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|
2024
Q4 | $48.7K | Buy |
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|
2024
Q3 | $57.3K | Buy |
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|
2024
Q2 | $44.2K | Sell |
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|
2024
Q1 | $75.6K | Hold |
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|
2023
Q4 | $74.7K | Buy |
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|
2023
Q3 | $38.6K | Hold |
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|
2023
Q2 | $34.8K | Sell |
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|
2023
Q1 | $33.2K | Hold |
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|
2022
Q4 | $29.9K | Hold |
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|
2022
Q3 | $25.8K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $37.5K | Hold |
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|
2021
Q2 | $35.2K | Buy |
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|
2021
Q1 | $1.06K | Buy |
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