Capital Advantage’s Carrier Global CARR Stock Holding History

Capital Advantage’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$256K	Buy
2025 Q2	$313K	Buy
2025 Q1	$292K	Hold
2024 Q4	$292K	Buy
2021 Q2	–	Sell
2021 Q1	$212K	Buy