Provenance Wealth Advisors’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
2025
Q1
$92.2K Sell
2024
Q4
$154K Sell
2024
Q3
$801K Sell
2024
Q2
$634K Sell
2024
Q1
$586K Buy
2023
Q4
$575K Buy
2023
Q3
$548K Buy