RBWA
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RFG - Bristol Wealth Advisors’s Carrier Global CARR Stock Holding History

RFG - Bristol Wealth 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
Q2 		$625K Sell
8,542
-357
-4% -$26.1K 0.19% 100
2025
Q1 		$564K Buy
8,899
+12
+0.1% +$761 0.19% 95
2024
Q4 		$607K Buy
+8,887
New +$607K 0.2% 91