SOA Wealth Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5K | Hold |
636
| – | – | 0.01% | 378 |
|
|
2025
Q1 | $40.3K | Hold |
636
| – | – | 0.01% | 372 |
|
|
2024
Q4 | $43.4K | Hold |
636
| – | – | 0.01% | 348 |
|
|
2024
Q3 | $51.2K | Hold |
636
| – | – | 0.01% | 318 |
|
|
2024
Q2 | $40.1K | Hold |
636
| – | – | 0.01% | 338 |
|
|
2024
Q1 | $37K | Hold |
636
| – | – | 0.01% | 344 |
|
|
2023
Q4 | $36.5K | Hold |
636
| – | – | 0.01% | 336 |
|
|
2023
Q3 | $35.1K | Hold |
636
| – | – | 0.01% | 330 |
|
|
2023
Q2 | $31.6K | Hold |
636
| – | – | 0.01% | 347 |
|
|
2023
Q1 | $29.1K | Buy |
636
+220
| +53% | +$10.1K | 0.01% | 360 |
|
|
2022
Q4 | $17.2K | Hold |
416
| – | – | ﹤0.01% | 432 |
|
|
2022
Q3 | $14K | Hold |
416
| – | – | ﹤0.01% | 451 |
|
|
2022
Q2 | $14K | Sell |
416
-290
| -41% | -$9.76K | ﹤0.01% | 440 |
|
|
2022
Q1 | $32K | Hold |
706
| – | – | 0.01% | 378 |
|
|
2021
Q4 | $37K | Hold |
706
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $36K | Buy |
706
+32
| +5% | +$1.63K | 0.01% | 356 |
|
|
2021
Q2 | $32K | Buy |
674
+154
| +30% | +$7.31K | 0.01% | 376 |
|
|
2021
Q1 | $21K | Sell |
520
-26
| -5% | -$1.05K | 0.01% | 393 |
|
|
2020
Q4 | $20K | Buy |
+546
| New | +$20K | 0.01% | 401 |
|