J.W. Cole 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 | $2.5M | Buy |
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|
2025
Q2 | $3.02M | Buy |
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|
2025
Q1 | $2.49M | Buy |
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|
2024
Q4 | $988K | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $907K | Sell |
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|
2024
Q1 | $855K | Buy |
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|
2023
Q4 | $681K | Buy |
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|
2023
Q3 | $550K | Buy |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $515K | Sell |
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|
2022
Q3 | $467K | Buy |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $712K | Sell |
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|
2021
Q3 | $721K | Buy |
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|
2021
Q2 | $611K | Buy |
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|
2021
Q1 | $525K | Buy |
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|
2020
Q4 | $442K | Sell |
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|
2020
Q3 | $788K | Buy |
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|
2020
Q2 | $260K | Buy |
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