RDWM
Red Door Wealth Management’s Carrier Global CARR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $494K | Buy |
6,743
+2,466
| +58% | +$180K | 0.06% | 159 |
|
2025
Q1 | $271K | Buy |
4,277
+900
| +27% | +$57.1K | 0.04% | 192 |
|
2024
Q4 | $231K | Sell |
3,377
-41
| -1% | -$2.8K | 0.04% | 206 |
|
2024
Q3 | $275K | Buy |
+3,418
| New | +$275K | 0.05% | 174 |
|
2021
Q3 | – | Sell |
-1,092
| Closed | -$53K | – | 228 |
|
2021
Q2 | $53K | Buy |
+1,092
| New | +$53K | 0.02% | 254 |
|
2020
Q3 | – | Sell |
-2,028
| Closed | -$45K | – | 148 |
|
2020
Q2 | $45K | Buy |
+2,028
| New | +$45K | 0.03% | 188 |
|