AdviceOne Advisory Services’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17M	Sell	232,830 -3,870	-2%	-$283K	12.58%	2
2025 Q1	$15M	Sell	236,700 -118	-0%	-$7.48K	12.25%	2
2024 Q4	$16.2M	Buy	+236,818	New	+$16.2M	14.35%	2