Cascade Financial Partners’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$216K	Buy	+2,947	New	+$216K	0.03%	243
2025 Q1	–	Sell	-3,297	Closed	-$225K	–	243
2024 Q4	$225K	Buy	3,297 +200	+6%	+$13.7K	0.03%	227
2024 Q3	$248K	Sell	3,097 -228	-7%	-$18.3K	0.03%	210
2024 Q2	$210K	Buy	+3,325	New	+$210K	0.03%	224