WPA
West Paces Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$127 | – | 262 |
|
|
2025
Q1 | $127 | Hold |
2
| – | – | ﹤0.01% | 555 |
|
|
2024
Q4 | $137 | Hold |
2
| – | – | ﹤0.01% | 546 |
|
|
2024
Q3 | $161 | Hold |
2
| – | – | ﹤0.01% | 539 |
|
|
2024
Q2 | $126 | Buy |
+2
| New | +$126 | ﹤0.01% | 558 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$575 | – | 596 |
|
|
2023
Q4 | $575 | Sell |
10
-30
| -75% | -$1.73K | ﹤0.01% | 549 |
|
|
2023
Q3 | $2.21K | Hold |
40
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $1.99K | Hold |
40
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $1.83K | Hold |
40
| – | – | ﹤0.01% | 471 |
|
|
2022
Q4 | $1.65K | Hold |
40
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $1.42K | Hold |
40
| – | – | ﹤0.01% | 448 |
|
|
2022
Q2 | $1.43K | Hold |
40
| – | – | ﹤0.01% | 505 |
|
|
2022
Q1 | $1.84K | Hold |
40
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $2.17K | Hold |
40
| – | – | ﹤0.01% | 519 |
|
|
2021
Q3 | $2.07K | Hold |
40
| – | – | ﹤0.01% | 508 |
|
|
2021
Q2 | $1.94K | Hold |
40
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $1.69K | Hold |
40
| – | – | ﹤0.01% | 416 |
|
|
2020
Q4 | $1.51K | Hold |
40
| – | – | ﹤0.01% | 400 |
|
|
2020
Q3 | $1.22K | Sell |
40
-653
| -94% | -$19.9K | ﹤0.01% | 400 |
|
|
2020
Q2 | $15.4K | Buy |
+693
| New | +$15.4K | 0.01% | 270 |
|