GoalVest Advisory’s Carrier Global CARR Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell
2025 Q1	$190	Buy
2024 Q2	–	Sell
2024 Q1	$10.6K	Buy
2022 Q2	–	Sell
2022 Q1	$0	Buy
2021 Q1	–	Sell
2020 Q4	$5K	Buy