Partnership Wealth Management’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,528
Closed -$203K 86
2024
Q3
$203K Hold
2,528
0.14% 73
2024
Q2
$159K Hold
2,528
0.12% 101
2024
Q1
$147K Hold
2,528
0.1% 111
2023
Q4
$138K Buy
+2,528
New +$138K 0.1% 109