Principia Wealth Advisory’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	$2.34K	Buy	32 +21	+191%	+$1.54K	﹤0.01%	348
2025 Q1	$668	Sell	11 -14	-56%	-$850	﹤0.01%	498
2024 Q4	$1.71K	Buy	+25	New	+$1.71K	﹤0.01%	268