Cape Investment Advisory’s Carrier Global CARR Stock Holding History

Cape Investment Advisory’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
2025 Q2	$96.8K	Buy
2025 Q1	$68.9K	Sell
2024 Q4	$74.3K	Buy
2024 Q3	$80.5K	Hold
2024 Q2	$63.1K	Hold
2024 Q1	$58.1K	Hold
2023 Q4	$57.5K	Sell
2023 Q3	$60.7K	Sell
2023 Q2	$61.2K	Buy
2023 Q1	$54.2K	Buy