Fiduciary Planning’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,000	Closed	-$42K	–	91
2021 Q1	$42K	Hold	1,000	–	–	0.06%	84
2020 Q4	$38K	Buy	1,000 +982	+5,456%	+$37.3K	0.05%	91
2020 Q3	$1K	Buy	+18	New	+$1K	﹤0.01%	171