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Quantum Financial Advisors’s Carrier Global CARR Stock Holding History

Quantum Financial Advisors’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
Q1 		– Sell
-3,572
Closed -$244K – 177
2024
Q4 		$244K Sell
3,572
-133
-4% -$9.08K 0.04% 154
2024
Q3 		$298K Buy
+3,705
New +$298K 0.05% 127