SVWAG
Sound View Wealth Advisors Group’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Sell |
10,834
-330
| -3% | -$24.2K | 0.06% | 216 |
|
|
2025
Q1 | $708K | Sell |
11,164
-419
| -4% | -$26.6K | 0.06% | 217 |
|
|
2024
Q4 | $791K | Buy |
11,583
+850
| +8% | +$58K | 0.06% | 210 |
|
|
2024
Q3 | $864K | Buy |
10,733
+2,284
| +27% | +$184K | 0.07% | 198 |
|
|
2024
Q2 | $533K | Hold |
8,449
| – | – | 0.05% | 229 |
|
|
2024
Q1 | $491K | Sell |
8,449
-583
| -6% | -$33.9K | 0.05% | 240 |
|
|
2023
Q4 | $519K | Sell |
9,032
-451
| -5% | -$25.9K | 0.06% | 231 |
|
|
2023
Q3 | $523K | Buy |
9,483
+1,002
| +12% | +$55.3K | 0.07% | 213 |
|
|
2023
Q2 | $422K | Buy |
8,481
+335
| +4% | +$16.7K | 0.06% | 239 |
|
|
2023
Q1 | $373K | Sell |
8,146
-886
| -10% | -$40.5K | 0.05% | 259 |
|
|
2022
Q4 | $519K | Buy |
9,032
+2,473
| +38% | +$142K | 0.06% | 231 |
|
|
2022
Q3 | $233K | Sell |
6,559
-14
| -0.2% | -$497 | 0.05% | 241 |
|
|
2022
Q2 | $234K | Sell |
6,573
-366
| -5% | -$13K | 0.05% | 255 |
|
|
2022
Q1 | $318K | Buy |
6,939
+4
| +0.1% | +$183 | 0.06% | 229 |
|
|
2021
Q4 | $376K | Sell |
6,935
-27
| -0.4% | -$1.46K | 0.07% | 207 |
|
|
2021
Q3 | $360K | Sell |
6,962
-671
| -9% | -$34.7K | 0.08% | 200 |
|
|
2021
Q2 | $371K | Buy |
7,633
+276
| +4% | +$13.4K | 0.08% | 205 |
|
|
2021
Q1 | $311K | Sell |
7,357
-880
| -11% | -$37.2K | 0.07% | 211 |
|
|
2020
Q4 | $311K | Sell |
8,237
-370
| -4% | -$14K | 0.08% | 197 |
|
|
2020
Q3 | $263K | Sell |
8,607
-1,151
| -12% | -$35.2K | 0.07% | 207 |
|
|
2020
Q2 | $217K | Buy |
+9,758
| New | +$217K | 0.06% | 225 |
|