TSWM
Triangle Securities Wealth Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
6,393
-1,500
| -19% | -$110K | 0.12% | 156 |
|
|
2025
Q1 | $500K | Hold |
7,893
| – | – | 0.13% | 152 |
|
|
2024
Q4 | $539K | Hold |
7,893
| – | – | 0.14% | 143 |
|
|
2024
Q3 | $635K | Buy |
7,893
+100
| +1% | +$8.05K | 0.16% | 136 |
|
|
2024
Q2 | $492K | Sell |
7,793
-7
| -0.1% | -$442 | 0.14% | 146 |
|
|
2024
Q1 | $453K | Sell |
7,800
-40
| -0.5% | -$2.33K | 0.13% | 151 |
|
|
2023
Q4 | $450K | Sell |
7,840
-30
| -0.4% | -$1.72K | 0.14% | 146 |
|
|
2023
Q3 | $434K | Sell |
7,870
-100
| -1% | -$5.52K | 0.15% | 135 |
|
|
2023
Q2 | $396K | Sell |
7,970
-300
| -4% | -$14.9K | 0.14% | 149 |
|
|
2023
Q1 | $378K | Sell |
8,270
-610
| -7% | -$27.9K | 0.14% | 154 |
|
|
2022
Q4 | $366K | Sell |
8,880
-3,670
| -29% | -$151K | 0.13% | 155 |
|
|
2022
Q3 | $446K | Sell |
12,550
-1,400
| -10% | -$49.8K | 0.18% | 127 |
|
|
2022
Q2 | $497K | Sell |
13,950
-453
| -3% | -$16.1K | 0.19% | 127 |
|
|
2022
Q1 | $661K | Sell |
14,403
-1,411
| -9% | -$64.8K | 0.22% | 121 |
|
|
2021
Q4 | $858K | Sell |
15,814
-295
| -2% | -$16K | 0.27% | 104 |
|
|
2021
Q3 | $834K | Sell |
16,109
-2,333
| -13% | -$121K | 0.28% | 100 |
|
|
2021
Q2 | $896K | Sell |
18,442
-4,150
| -18% | -$202K | 0.3% | 99 |
|
|
2021
Q1 | $954K | Sell |
22,592
-748
| -3% | -$31.6K | 0.34% | 92 |
|
|
2020
Q4 | $880K | Sell |
23,340
-305
| -1% | -$11.5K | 0.35% | 91 |
|
|
2020
Q3 | $722K | Sell |
23,645
-143
| -0.6% | -$4.37K | 0.33% | 95 |
|
|
2020
Q2 | $529K | Buy |
+23,788
| New | +$529K | 0.25% | 106 |
|