SOA Wealth Advisors’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
Q3 | $38K | Hold |
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|
2025
Q2 | $46.5K | Hold |
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|
2025
Q1 | $40.3K | Hold |
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|
2024
Q4 | $43.4K | Hold |
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|
2024
Q3 | $51.2K | Hold |
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|
2024
Q2 | $40.1K | Hold |
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|
2024
Q1 | $37K | Hold |
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|
2023
Q4 | $36.5K | Hold |
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|
2023
Q3 | $35.1K | Hold |
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|
2023
Q2 | $31.6K | Hold |
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|
2023
Q1 | $29.1K | Buy |
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|
2022
Q4 | $17.2K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $36K | Buy |
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|
2021
Q2 | $32K | Buy |
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|
2021
Q1 | $21K | Sell |
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|
2020
Q4 | $20K | Buy |
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