IWP
CARR icon

Invenio Wealth Partners’s Carrier Global CARR Stock Holding History

Invenio Wealth Partners’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,135
Closed -$228K – 97
2023
Q3 		$228K Sell
4,135
-891
-18% -$49.2K 0.21% 73
2023
Q2 		$250K Buy
+5,026
New +$250K 0.28% 67