Intelligent Financial Strategies’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-423	Closed	-$22.4K	–	63
2025 Q4	$22.4K	Hold	423	–	–	0.01%	62
2025 Q3	$25.3K	Hold	423	–	–	0.01%	62
2025 Q2	$31K	Hold	423	–	–	0.02%	65
2025 Q1	$26.8K	Hold	423	–	–	0.01%	68
2024 Q4	$29K	Hold	423	–	–	0.02%	67
2024 Q3	$34K	Hold	423	–	–	0.02%	66
2024 Q2	$26.8K	Hold	423	–	–	0.02%	69
2024 Q1	$24.6K	Hold	423	–	–	0.02%	78
2023 Q4	$24.4K	Hold	423	–	–	0.02%	71
2023 Q3	$23.4K	Sell	423 -74	-15%	-$4.07K	0.02%	79
2023 Q2	$24.8K	Hold	497	–	–	0.02%	77
2023 Q1	$22.7K	Hold	497	–	–	0.02%	80
2022 Q4	$20.6K	Hold	497	–	–	0.02%	86
2022 Q3	$18K	Hold	497	–	–	0.02%	83
2022 Q2	$18K	Hold	497	–	–	0.02%	89
2022 Q1	$23K	Hold	497	–	–	0.02%	92
2021 Q4	$27K	Buy	+497	New	+$26.8K	0.02%	89