WWA
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Wingate Wealth Advisors’s Carrier Global CARR Stock Holding History

Wingate Wealth Advisors’s Portfolio CARR Stock Details CARR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$225K Buy
+3,071
New +$225K 0.2% 94
2025
Q1 		– Sell
-3,736
Closed -$255K – 145
2024
Q4 		$255K Buy
+3,736
New +$255K 0.25% 80