Prio Wealth Limited Partnership’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$3.74M Sell
2024
Q2
$2.98M Sell
2024
Q1
$2.76M Sell
2023
Q4
$2.98M Buy
2023
Q3
$2.68M Sell
2023
Q2
$2.44M Sell
2023
Q1
$2.32M Sell
2022
Q4
$2.17M Sell
2022
Q3
$1.88M Sell
2022
Q2
$1.92M Sell
2022
Q1
$2.55M Sell
2021
Q4
$3.36M Sell
2021
Q3
$3.28M Sell
2021
Q2
$3.15M Sell
2021
Q1
$2.86M Sell
2020
Q4
$2.72M Sell
2020
Q3
$2.25M Sell
2020
Q2
$1.97M Buy