Signature Wealth Management Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $206K | Hold |
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|
2025
Q2 | $253K | Hold |
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|
2025
Q1 | $219K | Hold |
|
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|
2024
Q4 | $235K | Hold |
|
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|
2024
Q3 | $278K | Hold |
|
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $201K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $234K | Hold |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $201K | Buy |
|