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Burling Wealth Partners’s Carrier Global CARR Stock Holding History

Burling Wealth Partners’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.61M Hold
22,058
– – 0.3% 74
2025
Q1 		$1.4M Sell
22,058
-7,860
-26% -$498K 0.29% 80
2024
Q4 		$2.04M Buy
+29,918
New +$2.04M 0.42% 66