MWM
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MFG Wealth Management’s Carrier Global CARR Stock Holding History

MFG Wealth Management’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.61M Buy
35,657
+3,122
+10% +$228K 2.2% 23
2025
Q1 		$2.06M Sell
32,535
-15,431
-32% -$978K 1.97% 22
2024
Q4 		$3.27M Buy
+47,966
New +$3.27M 3% 7