VA
Valmark Advisers’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
4,906
+194
| +4% | +$14.2K | 0.01% | 498 |
|
|
2025
Q1 | $299K | Sell |
4,712
-62
| -1% | -$3.93K | ﹤0.01% | 517 |
|
|
2024
Q4 | $326K | Buy |
4,774
+876
| +22% | +$59.8K | 0.01% | 489 |
|
|
2024
Q3 | $314K | Buy |
3,898
+59
| +2% | +$4.75K | ﹤0.01% | 494 |
|
|
2024
Q2 | $242K | Buy |
+3,839
| New | +$242K | ﹤0.01% | 512 |
|
|
2023
Q2 | – | Sell |
-4,766
| Closed | -$218K | – | 473 |
|
|
2023
Q1 | $218K | Buy |
+4,766
| New | +$218K | ﹤0.01% | 441 |
|
|
2022
Q2 | – | Sell |
-4,835
| Closed | -$222K | – | 409 |
|
|
2022
Q1 | $222K | Hold |
4,835
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $262K | Buy |
+4,835
| New | +$262K | ﹤0.01% | 367 |
|