Signature Wealth Management Partners’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
3,450
| – | – | 0.14% | 96 |
|
|
2025
Q1 | $219K | Hold |
3,450
| – | – | 0.14% | 96 |
|
|
2024
Q4 | $235K | Hold |
3,450
| – | – | 0.16% | 91 |
|
|
2024
Q3 | $278K | Hold |
3,450
| – | – | 0.2% | 81 |
|
|
2024
Q2 | $218K | Hold |
3,450
| – | – | 0.17% | 96 |
|
|
2024
Q1 | $201K | Buy |
+3,450
| New | +$201K | 0.16% | 97 |
|
|
2023
Q4 | – | Sell |
-3,889
| Closed | -$215K | – | 97 |
|
|
2023
Q3 | $215K | Sell |
3,889
-811
| -17% | -$44.8K | 0.21% | 87 |
|
|
2023
Q2 | $234K | Hold |
4,700
| – | – | 0.22% | 87 |
|
|
2023
Q1 | $215K | Buy |
+4,700
| New | +$215K | 0.2% | 93 |
|
|
2022
Q2 | – | Sell |
-4,700
| Closed | -$216K | – | 107 |
|
|
2022
Q1 | $216K | Hold |
4,700
| – | – | 0.18% | 104 |
|
|
2021
Q4 | $255K | Hold |
4,700
| – | – | 0.22% | 92 |
|
|
2021
Q3 | $243K | Hold |
4,700
| – | – | 0.22% | 96 |
|
|
2021
Q2 | $228K | Sell |
4,700
-625
| -12% | -$30.3K | 0.21% | 96 |
|
|
2021
Q1 | $225K | Hold |
5,325
| – | – | 0.22% | 90 |
|
|
2020
Q4 | $201K | Buy |
+5,325
| New | +$201K | 0.2% | 89 |
|