OCPWS
One Charles Private Wealth Services’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
4,084
+566
| +16% | +$41.4K | 0.08% | 120 |
|
|
2025
Q1 | $223K | Buy |
3,518
+152
| +5% | +$9.64K | 0.07% | 129 |
|
|
2024
Q4 | $230K | Buy |
3,366
+40
| +1% | +$2.73K | 0.08% | 134 |
|
|
2024
Q3 | $268K | Buy |
3,326
+52
| +2% | +$4.19K | 0.1% | 126 |
|
|
2024
Q2 | $207K | Buy |
+3,274
| New | +$207K | 0.09% | 141 |
|