CWM

C2C Wealth Management’s Carrier Global CARR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24,425	Closed	-$1.33M	–	120
2023 Q3	$1.33M	Hold	24,425	–	–	0.19%	59
2023 Q2	$1.33M	Buy	24,425 +25	+0.1%	+$1.37K	0.18%	64
2023 Q1	$1.07M	Buy	+24,400	New	+$1.07M	0.17%	74