Marshall & Sterling Wealth Advisors’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	$332K	Sell	4,543 -6	-0.1%	-$438	0.22%	61
2025 Q1	$288K	Buy	4,549 +335	+8%	+$21.2K	0.2%	69
2024 Q4	$288K	Buy	+4,214	New	+$288K	0.2%	71