Institute for Wealth Management’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 | $354K | Sell |
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|
2025
Q2 | $436K | Sell |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $411K | Sell |
|
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|
2024
Q3 | $493K | Sell |
|
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $380K | Sell |
|
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $374K | Sell |
|
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $438K | Sell |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $397K | Sell |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $334K | Sell |
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|
2020
Q3 | $289K | Sell |
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|
2020
Q2 | $218K | Buy |
|