RWM
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Rialto Wealth Management’s Carrier Global CARR Stock Holding History

Rialto Wealth Management’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 		$715K Sell
9,763
-64
-0.7% -$4.68K 0.2% 82
2025
Q1 		$623K Buy
9,827
+257
+3% +$16.3K 0.2% 83
2024
Q4 		$653K Buy
+9,570
New +$653K 0.22% 77