SIA
Schechter Investment Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $201K | Buy |
+3,168
| New | +$201K | 0.02% | 557 |
|
|
2024
Q3 | – | Sell |
-3,450
| Closed | -$218K | – | 679 |
|
|
2024
Q2 | $218K | Buy |
+3,450
| New | +$218K | 0.02% | 546 |
|
|
2023
Q4 | – | Sell |
-4,464
| Closed | -$246K | – | 662 |
|
|
2023
Q3 | $246K | Buy |
+4,464
| New | +$246K | 0.02% | 500 |
|