TPWM
Twelve Points Wealth Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Hold |
5,339
| – | – | 0.11% | 140 |
|
|
2025
Q1 | $338K | Hold |
5,339
| – | – | 0.09% | 141 |
|
|
2024
Q4 | $364K | Sell |
5,339
-2
| -0% | -$137 | 0.1% | 136 |
|
|
2024
Q3 | $430K | Hold |
5,341
| – | – | 0.14% | 132 |
|
|
2024
Q2 | $337K | Sell |
5,341
-39
| -0.7% | -$2.46K | 0.12% | 143 |
|
|
2024
Q1 | $313K | Hold |
5,380
| – | – | 0.11% | 142 |
|
|
2023
Q4 | $309K | Sell |
5,380
-1
| -0% | -$57 | 0.15% | 137 |
|
|
2023
Q3 | $297K | Buy |
+5,381
| New | +$297K | 0.15% | 137 |
|
|
2023
Q1 | – | Sell |
-4,864
| Closed | -$201K | – | 165 |
|
|
2022
Q4 | $201K | Buy |
+4,864
| New | +$201K | 0.14% | 155 |
|
|
2022
Q1 | – | Sell |
-3,720
| Closed | -$202K | – | 174 |
|
|
2021
Q4 | $202K | Buy |
+3,720
| New | +$202K | 0.16% | 163 |
|