One 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	$293K	Buy	3,998 +600	+18%	+$43.9K	0.04%	222
2025 Q1	$215K	Buy	+3,398	New	+$215K	0.03%	265
2023 Q1	–	Sell	-532	Closed	-$21.9K	–	254
2022 Q4	$21.9K	Buy	+532	New	+$21.9K	0.01%	510