Quadrant Private 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
2025
Q1
Sell
-3,313
Closed -$227K 233
2024
Q4
$227K Sell
3,313
-31
-0.9% -$2.12K 0.06% 217
2024
Q3
$269K Buy
3,344
+37
+1% +$2.98K 0.07% 196
2024
Q2
$209K Buy
+3,307
New +$209K 0.05% 239