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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

CARR holding history

Carrier Global Corp in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CARR overviewAll 13F holders of CARRFull Q4 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2021
Holdings of CARR by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−14,457−100.0%Sold outHolders
Q1 202414,457$840.4K0.1%−118−0.8%ReducedHolders
Q4 202314,575$837.3K0.2%−462−3.1%ReducedHolders
Q3 202315,037$830.0K0.2%−118−0.8%ReducedHolders
Q2 202315,155$753.4K0.1%+321+2.2%AddedHolders
Q1 202314,834$678.7K0.1%+150+1.0%AddedHolders
Q4 202214,684$605.7K0.1%+3,234+28.2%AddedHolders
Q3 202211,450$407.0K0.1%−1,808−13.6%ReducedHolders
Q2 202213,258$473.0K0.1%−122−0.9%ReducedHolders
Q1 202213,380$614.0K0.1%−355−2.6%ReducedHolders
Q4 202113,735$745.0K0.1%−1,988−12.6%ReducedHolders
Q3 202115,723$814.0K0.2%+660+4.4%AddedHolders
Q2 202115,063$732.0K0.1%+15,063NewHolders