Wellington Shields Capital Management’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
Q3 | $397K | Hold |
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|
2025
Q2 | $487K | Hold |
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|
2025
Q1 | $422K | Hold |
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|
2024
Q4 | $454K | Hold |
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|
2024
Q3 | $535K | Hold |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $317K | Buy |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $258K | Sell |
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|
2021
Q4 | $407K | Hold |
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|
2021
Q3 | $388K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $317K | Hold |
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|
2020
Q4 | $283K | Buy |
|