Kingswood Wealth Advisors’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Sell |
10,687
-949
| -8% | -$69.5K | 0.06% | 308 |
|
|
2025
Q1 | $738K | Buy |
11,636
+1,085
| +10% | +$68.8K | 0.07% | 312 |
|
|
2024
Q4 | $720K | Sell |
10,551
-989
| -9% | -$67.5K | 0.05% | 344 |
|
|
2024
Q3 | $929K | Buy |
11,540
+3,226
| +39% | +$260K | 0.07% | 309 |
|
|
2024
Q2 | $524K | Buy |
8,314
+3,100
| +59% | +$196K | 0.05% | 377 |
|
|
2024
Q1 | $303K | Buy |
5,214
+426
| +9% | +$24.8K | 0.04% | 474 |
|
|
2023
Q4 | $275K | Buy |
+4,788
| New | +$275K | 0.03% | 505 |
|