Phillips Wealth Planners’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	$251K	Sell	3,349 -66	-2%	-$4.94K	0.23%	155
2025 Q1	$202K	Buy	3,415 +8	+0.2%	+$474	0.21%	170
2024 Q4	$227K	Sell	3,407 -13	-0.4%	-$865	0.23%	160
2024 Q3	$277K	Buy	+3,420	New	+$277K	0.27%	137