Balasa Dinverno & Foltz’s Carrier Global CARR Stock Holding History

Balasa Dinverno & Foltz’s Portfolio CARR Stock Details CARR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$518K	Sell
2021 Q4	$674K	Sell
2021 Q3	$663K	Buy
2021 Q2	$590K	Sell
2021 Q1	$534K	Sell
2020 Q4	$512K	Buy