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CM Wealth Advisors’s Carrier Global CARR Stock Holding History

CM Wealth Advisors’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,885
Closed -$646K – 201
2023
Q1 		$646K Buy
+15,885
New +$646K 0.13% 219