MSWM
Mowery & Schoenfeld Wealth Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.6K | Hold |
882
| – | – | 0.1% | 103 |
|
|
2025
Q1 | $55.9K | Hold |
882
| – | – | 0.11% | 125 |
|
|
2024
Q4 | $60.2K | Buy |
882
+742
| +530% | +$50.6K | 0.12% | 103 |
|
|
2024
Q3 | $11.3K | Hold |
140
| – | – | 0.02% | 170 |
|
|
2024
Q2 | $8.83K | Hold |
140
| – | – | 0.01% | 168 |
|
|
2024
Q1 | $8.14K | Hold |
140
| – | – | 0.02% | 115 |
|
|
2023
Q4 | $8.04K | Buy |
+140
| New | +$8.04K | 0.02% | 116 |
|