Financial Life Planners’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
Sell
-2,689
Closed -$170K 57
2025
Q1
$170K Buy
2,689
+9
+0.3% +$571 0.17% 54
2024
Q4
$183K Buy
+2,680
New +$183K 0.15% 52