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Essential Planning’s Carrier Global CARR Stock Holding History

Essential Planning’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,465
Closed -$790K – 105
2024
Q4 		$790K Buy
+10,465
New +$790K 0.01% 241