Sound View Wealth Advisors Group’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
Q2 | $793K | Sell |
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|
2025
Q1 | $708K | Sell |
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|
2024
Q4 | $791K | Buy |
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|
2024
Q3 | $864K | Buy |
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $523K | Buy |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $376K | Sell |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $311K | Sell |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $217K | Buy |
|