Apella Capital’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	$239K	Buy	+3,208	New	+$239K	0.01%	387
2024 Q4	–	Sell	-2,915	Closed	-$235K	–	344
2024 Q3	$235K	Buy	+2,915	New	+$235K	0.01%	299