Kestra Private Wealth Services’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 | $1.74M | Buy |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $989K | Buy |
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|
2023
Q2 | $848K | Buy |
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|
2023
Q1 | $622K | Sell |
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|
2022
Q4 | $571K | Buy |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $523K | Sell |
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|
2021
Q4 | $774K | Buy |
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|
2021
Q3 | $485K | Buy |
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|
2021
Q2 | $435K | Buy |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q4 | $246K | Buy |
|