Cedar Brook 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
2024 Q2	–	Sell	-7,340	Closed	-$427K	–	71
2024 Q1	$427K	Buy	7,340 +17	+0.2%	+$988	0.08%	231
2023 Q4	$416K	Buy	7,323 +2,626	+56%	+$149K	0.09%	222
2023 Q3	$259K	Buy	+4,697	New	+$259K	0.07%	285