Geller Advisors’s Carrier Global CARR Stock Holding History

Geller Advisors’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$823K	Buy
2024 Q3	$958K	Sell
2024 Q2	$763K	Sell
2024 Q1	$702K	Buy
2023 Q4	$688K	Sell
2023 Q3	$670K	Buy
2023 Q2	$445K	Buy